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 …
At Pinnacle Wealth, we are deeply passionate about philanthropy. It’s important to us that our clients practice giving, all while understanding the ‘why’ behind those dollars. Nik Aamlid CAP®, Wealth Advisor shares his compelling love of giving and the impact it’s had on his lif …
When looking for a financial advisor, what criteria do you look for? At Pinnacle Wealth, we believe that working in tandem with our clients is superior. After all, the path to finding freedom is a journey and every individual comes to us with different goals, destinations, and obstacles th …
The stock market can be easily compared to riding a rollercoaster. It rises, it falls — all with a wild rush. When the market experiences those dips though, anxiety has a tendency to settle in. In early 2022, the markets dropped sharply, then quickly rebounded. It’s a wild ride of emotion …
“Buy and Hold” or “Buy and Hope?” Buy and Hold is an investment strategy that could work greatly to your benefit. But it’s not as simple as picking multiple funds, dumping money into them, and going on your way forever.
Take a deep breath, tax season is over. You’re either walking away with a check in hand or a little less in your bank account. Either way – before you put this tax season behind you, let’s get better prepared for next year.
Ethan Brouwer joined our team at Pinnacle Wealth as a Relationship Manager in early 2021. After getting certified, he obtained the title of Associate Wealth Advisor.
