When it comes to giving financial guidance to couples, advisors encounter the same dynamic again and again: One spouse is almost always the champion of the family’s finances. This person follows the markets, reads the Wall Street Journal, and has either invested the family’s funds or has worked directly with an advisor. This video series…
Pinnacle’s Chief Investment Officer, Rick Vollaro, explains why the investment team has developed a new view in response to economic developments.
Is it time to ring the register and take profits on our portfolios? Pinnacle’s Chief Investment Strategist, Rick Vollaro, explains why we’re not ready to do that just yet.
What does the government shutdown mean for the stock market, and how does Pinnacle’s Investment Team plan to respond?
In these uncertain economic times, how do you find the right investment advisor for you? Ken Solow, a founding partner and Chief Investment Officer of Pinnacle Advisory Group, offers five excellent questions to ask your money manager to help you evaluate his or her investment skill, experience, and philosophy.
On March 23, 2013, Pinnacle Advisory Group held its annual “Inside the Investment Committee” event. The members of Pinnacle’s investment team discussed the market, the economy, and their strategies for investing client portfolios.
The 2012 election is over, and Americans find themselves in an unsure financial environment. The country is heading toward a “fiscal cliff” — a series of significant tax increases and automatic spending cuts that will be triggered at the end of the year. Congress and the President are negotiating a compromise solution to prevent that,…
Meet Michael Green, Jr., a wealth manager at Pinnacle Advisory Group.
Pinnacle Advisory Group’s Technology Manager, Vilas Naralakattu, gives you a brief tour of your new client vault.