About The Election…
The election result came as a surprise to many and caused some uncertainty in the markets overnight. Many investors are wondering how all of this impacts their portfolios and if they should be making any changes.
The Financial Pros and Cons of Renouncing Your Citizenship
The main reason people renounce their U.S. citizenship is to take advantage of lower tax burdens abroad, but the growing unease with U.S. politics might also be contributing to a record number of Americans who are renouncing their citizenship and surrendering their passports. While we don’t recommend this to our clients, we have received questions…
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A Low Conviction World: Q3 2016 Market Review
The third quarter was a fairly placid one for investors, though there was major diversity in return profiles depending on what asset class, sector, or country one was invested in. In the U.S., the leading sector was clearly technology stocks, while elsewhere, Japan, Emerging Markets, and European stocks also had positive returns for the quarter.…
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College Financial Aid Just Got Easier
In late 2015, new rules were established for the college financial aid application process. With these rules becoming effective this month, we should assess the impact they will have, particularly for families seeking to fund their children’s education.
REITs Get Their Own Space
On September 19, 2016, S&P Dow Jones and MSCI, Inc. added a sector for Real Estate. Up to this point, REITs have traditionally been considered a sub-industry and part of the Financial sector, but as of the market close on August 31, 2016 (and effective September 19, 2016), they were split from the Financial sector…
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Life Advice For A New College Graduate
Pinnacle Wealth Managers help clients at every stage of life—from youth to retirement. Earlier this summer, we asked our Wealth Managers what financial advice they would give a recent graduate. This week, we’ve asked them to offer one piece of general life advice—what do they wish they’d been told when they were young? Here are…
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Investing in A Post-Brexit World
After a tumultuous first quarter, the second quarter brought some relief as most assets were able to rebound to varying degrees. From a big picture perspective, U.S. stocks have been oscillating in a wide range that dates back to the fourth quarter of 2014. In other words, for the last year and a half, stocks…
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The Value of Comprehensive Financial Planning
Recently, while meeting with a prospective client, I was asked what value comprehensive financial planning adds to the wealth management process. It’s a good question—and a common one.
What Brexit Means for You
This morning we awoke to the historic news that Britain has voted to leave the European Union. Given that markets had positioned for a vote to stay in the union, this decision has produced shockwaves through global markets. Given this news, we have outlined our thoughts regarding this historic day and what it may mean…
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Meet Pinnacle’s Newest Partners
Earlier this month, Pinnacle Wealth Managers Jeff Troll and David Kauffman were named partners of the firm. We sat down with them to talk about their new positions and the future of Pinnacle.
