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The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …

Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion  The incredible rally continues, justified by some spectacular earnings result …

Tax laws can feel like a moving target, with new rules and changes popping up all the time. One topic getting a lot of attention is the 0% capital gains rate, especially with recent discussions in Congress. You might be wondering what this tax break is and how you can use it to your advanta …

Hear from Nik Aamlid, CFP®️️️️, CAP®️️️️, Wealth Advisor, as he shares perspective on how we can have a healthier view of money during his interview on the RESGEN Giving Life podcast. He also shares a personal story about how an injury sent him on a life evaluation journey.

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

“Failing to prepare is preparing to fail.” Optimize your probability for success by creating a process to organize and update your personal financial information.

Our planning expertise will pave your personal “Yellow brick road” to financial success.

While there is nothing simple about adulthood, comprehensive financial planning can simplify much of the stress that consumes us.

Pinnacle Wealth utilizes cutting edge technology to provide you with online access to your financial account information. You have the ability to log in to our client portal and view your activity for the accounts held at Cetera Advisors Networks and TD Ameritrade in one location. This vide …