Author Archive

How the New Financial Law Affects Pinnacle Clients

April 13th, 2016 by

As the laws governing how financial professionals guide client retirement assets are set to change, financial advisors are being required to place the interests of their clients first. With this change, all advisors must not only recommend investments that are suitable for their clients, but more importantly, they must act as a fiduciary and place […]

VIDEO: Watch Inside the Investment Committee 2016

March 28th, 2016 by

We are pleased to present a recording of “Bearish Tendencies (and Silver Linings),” our 2016 Inside the Investment Committee event held in Columbia, Maryland.  This event gave attendees an inside look at the thoughts, views, and strategies of our investment team.  Many of you attended our sister presentation in Miami, and we would be excited to […]

Hear Ken Solow Discuss the Election and the Markets

March 18th, 2016 by

A few days ago, Ken Solow (Founding Partner and Chairman of the Investment Committee at Pinnacle Advisory Group) appeared on The Baltimore Sun columnist Dan Rodricks’ popular Roughly Speaking podcast to discuss the election’s effects on the market.  Many of you met Ken at our client event last July.  Click here to listen — Ken’s segment begins […]

5 Estate Planning Tips for 2016

January 29th, 2016 by

We are pleased to share with you an article written by David Kauffman, a Wealth Manager at Pinnacle Advisory Group and a former attorney. We invite you to share it with anyone who may be interested.  This is general information that may not apply to your specific situation.  As always, please call us at (305) […]

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