Giving Back
We feel fortunate at Pinnacle to work with dedicated and talented colleagues who guide our clients in achieving their financial and life goals. Our work is a tremendous responsibility, but a rewarding one.
After the Election
Pinnacle’s Chief Investment Officer Rick Vollaro looks at the market in the month since the election and explains how we’re positioning our portfolios in response.
Does Active Portfolio Management Still Make Sense?
Do the terms “upward sloping equity glide paths” and “bond tents” seem unfamiliar to you? They are terms that financial planning researchers are using to describe investment strategies designed to mitigate “sequence risk,” the risk that your portfolio returns will occur in the wrong order, thereby negatively impacting the amount of income your retirement account…
Pinnacle’s Deb Kriebel Named A “Woman To Watch”
Investment News has just named Pinnacle Wealth Manager and Partner Deb Kriebel to its 2016 Women to Watch list. The list is comprised of… …female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help…
