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Pinnacle Advisory Group — The Wealth Management Advisors
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      • The David Kauffman Wealth Management Team
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      • The Mindy Gasthalter Wealth Management Team
      • The Troll-Hamolia Wealth Management Team
      • The Josh Rivers Wealth Management Team
    • Florida Office
      • The May Cheung Wealth Management Team
      • The Raoul Rodríguez Wealth Management Team
      • The Stephen Wright Wealth Management Team
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Monthly Archives: December 2016

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  2. 2016
  3. December

Giving Back

Articles, Financial PlanningBy Pinnacle Advisory GroupDecember 23, 2016

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

Investment, VideoBy Rick VollaroDecember 10, 2016

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 Management Work?

Does Active Portfolio Management Still Make Sense?

Articles, Financial PlanningBy Ken SolowDecember 9, 2016

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…

Deb Kriebel honored by Investment News

Pinnacle’s Deb Kriebel Named A “Woman To Watch”

Articles, Financial PlanningBy Pinnacle Advisory GroupDecember 6, 2016

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…

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