Biggest Mistake

  Nik Aamlid, CFP®, CAP®, Wealth Advisor, shares the biggest financial mistake he’s seen people make and how to avoid it for yourself. Regardless of where you’re at in your personal financial planning journey, our team can help. The Pinnacle Wealth team is driven by service and a desir …

Will Vs. Trust

  Part of a comprehensive financial plan is having a specific plan in place for what happens to your assets after someone passes. While you might be familiar with the terms ‘will’ and ‘trust’ – do you know the difference? Nik Aamlid, CFP®, CAP®, Wealth Advisor, talks about the pr …

First Three Steps of Financial Planning

There are seven steps to the financial planning process and we’re breaking them down for you because all seven are equally important and you need all seven to provide a comprehensive plan. Nik Aamlid, CFP®, CAP®, Wealth Advisor, breaks down the first three steps in the process and why havin …

Should I Invest or Pay Off Debt?

It’s an age-old debate: Should I invest or should I pay off debt with extra money in my budget? In this video, Wealth Advisor Ryan Ovenden explains the principles of debt and risk management, as well as providing examples for people on how to approach their financial futures.

How To Survive An Anaconda Attack

Believe it or not, surviving an anaconda attack is much like surviving a bear market. Both are fairly terrifying, but don’t have to be.

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