Returning To Neutral: Market Outlook

The second quarter of 2019 brought more gains for investors, with the S&P 500 Index hitting a new record high of 2,954 on June 20th in the process. While impressive, in order to get there, market participants had to endure yet another bout of volatility, including a swift correction in May. Developed international stocks also…

What Is Neutral Volatility?

The Pinnacle investment team has been working diligently for the past eight weeks to gradually move our managed portfolios to a neutral asset allocation. This leads to the question, what the heck is a “neutral” asset allocation and why should I care? Interestingly, a large percentage of the traditional investment world (by traditional, I mean…

Four Things Affluent Investors Must Know About Risk Management

Sophisticated investors pay attention when someone brings up the topic of portfolio risk management. Affluent investors are often the most risk averse, perhaps because they have already accumulated enough money during their lifetime to achieve their financial planning objectives. Having reached their accumulation goals, they don’t want to lose their hard-earned gains because the financial…

Inside the Investment Committee 2018

Inside the Investment Committee 2018

On Saturday, March 17, 2018, Pinnacle Advisory Group’s investment team offered their thoughts on the market, outlined upcoming investment trends and wealth preservation strategies, and explained our approach to risk management. Here’s what they covered: 0:00 – Ken Solow: Volatility and Risk 20:56 – Rick Vollaro: A Time of Gradual Transition 39:08 – Sauro Locatelli:…