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.
VIDEO: Watch Inside the Investment Committee 2016
We are pleased to present a recording of “Bearish Tendencies (and Silver Linings),” our 2016 Inside the Investment Committee event, which gave attendees an inside look at the thoughts, views, and strategies of our investment team. Table of Contents (To go directly to a speaker, drag the round video playhead to the time listed below.)…
How We’re Responding to Market Events
With markets still reeling from a volatile week, Pinnacle Chief Investment Officer Rick Vollaro surveys the financial evidence and describes how we’re responding in our portfolios.
VIDEO: Markets, Positioning, and Themes
In this Pinnacle Market Update, Chief Investment Officer Rick Vollaro looks at the mixed economic evidence and outlines our investment position.
Four Themes for an Aging Bull Market
In this 2-minute video, Pinnacle’s Chief Investment Officer Rick Vollaro looks at the market and outlines the four investment themes we’re currently following.
Five Financial Questions to Ask Your Future Spouse
Your wedding is approaching, and you’re getting excited. You and your future spouse have talked about where you want to live, how many kids you want to have, and what kind of lifestyle you’d like to enjoy. But have you discussed your financial health? Numerous surveys have shown that money is one of the main…
What is Investment Risk?
Successful investing is all about balancing risk with return. The return part seems easy enough… we all want to see the value of our investments go up. However, investment risk is a bit more complicated than you might think. Let’s take a look at what investors mean by risk, and how you should consider it…
What is Inflation? (And why is it bad?)
Dave has a problem: He has his eyes on a beautiful 1978 Ford Pinto — barely used. It’s a bargain for $24,000. In a world without inflation, Dave could simply save $8,000 a year for three years and he would have exactly what he needs to buy his dream car. But what happens when we…
The Difference Between Saving, Investing, and Speculating
Every successful investor must begin by understanding the difference between saving, investing, and speculating. If you get those confused, you run the risk of losing a lot of money. Let’s start with saving… Saving can be defined as the process of setting money aside in order to make a purchase a short time in the…
Why Should I Learn About Investing?
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…
