Videos

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In this latest episode of our "Investing For Beginners" series, we explain what investors mean when they talk about asset allocation. And we show you how that can help you achieve your financial goals for the future. This brief, humorous video will cover the basics of portfolio construction... and will reveal why your brother-in-law is probably wrong about his investment advice.

For more information about financial planning and wealth management, be sure to visit us at www.pinnacleadvisory.com

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Pinnacle Advisory Group International's Director, Raoul Rodríguez, CFP®, EA, explains estate planning.

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Pinnacle Advisory Group International's Director, Raoul Rodríguez, CFP®, EA, covers the tax issues non-resident aliens might face.

www.pinnacleadvisoryinternational.com
Pinnacle Advisory Group International's Director, Raoul Rodríguez, CFP®, EA, explains how to find a good wealth manager.

www.pinnacleadvisoryinternational.com
Pinnacle Advisory Group International's Director, Raoul Rodríguez, CFP®, EA, explains.

www.pinnacleadvisoryinternational.com
Pinnacle Advisory Group International's Director, Raoul Rodríguez, CFP®, EA, explains how financial planners get paid.

www.pinnacleadvisoryinternational.com
Raoul Rodríguez, CFP®, EA, the Director of Pinnacle Advisory Group International, explains the difference.

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Normally at this time of the year, Pinnacle staff and clients are getting ready for our annual Inside the Investment Committee meeting. But because of the threat of COVID-19, we felt it both prudent to remove the risk of holding the meeting for a live audience, and necessary to bring you the information that might have been presented there.

With that in mind, we've created a video version of Inside the Investment Committee for you to enjoy in the safety of your home. The investment team covers everything from the coronavirus, the new Bear market, recessions, government efforts at fiscal stimulus, and our portfolio strategy in the days ahead.

If you have questions, based on what you’ve seen in the presentation, please contact your Wealth Manager, and they’ll be happy to get you an answer.

*** NOTE: The year on the horizontal axis of the two virus charts should be 2020, not 2024.

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What is active investment management? A lot of investment firms claim that they do it... but is that true?

Here's what WE mean by active investment management.

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This clip was taken from Michael Kitces' presentation entitled, "Strategies for Managing Sequence of Return Risk in Retirement."