There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
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 …
Craig Lemoine, Director of Consumer Investment Research Ask kids what they think money is, and you get some interesting responses. Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …
By Nik Aamlid June 6, 2022 — If you sent me an email at the end of April, you may remember an out of office message that our software kicked out. It read like this: Thank you for your email! I will be out of the office until May 2nd and will have very …
The S&P 500 dropped 1.2% last week as a strong employment report was a little “too good” and raised concerns of more interest rate hikes in the future. The U.S. economy added 390,000 jobs in May, based on the establishment survey. Job growth is slowing, but it remains well above the lev …
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy. As you explore your options, refer to this guide. It offers a checklist, questions to ask your advisor and a conversation outl …
By Kevin Engbers June 3, 2022 — The philosophy of most investors appears to unite in the desire to have their portfolios move higher, to take advantage of opportunities when they present themselves, and be cognizant of limiting downside movements. However, there are some fundamental dif …
