Archive : Investments Category

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 […]

Bearish Tendencies and Silver Linings

February 1st, 2016 by

2015 had many twists and turns, but from a financial market perspective, it was effectively a road to nowhere when looking across a variety of asset classes. In U.S. equity markets, large company stocks (large cap) barely moved as just a few sectors and stocks were big winners. In the broad market, many stocks performed […]

A Peek At The Market

January 20th, 2016 by

While 2015 had its share of volatility and ended with virtually no gains in stocks, 2016 sprinted to the downside with volatile global markets, a bifurcated U.S. economy, and the first rate hike in a decade. As we outlined in October, the global economy is slowing and the issues in China and emerging markets are […]

Market Review Fall 2015

October 20th, 2015 by

The third quarter came in like a lamb and went out like a lion, as the return of volatility hit risk assets hard across the globe. As in previous quarters, emerging market stocks and commodities suffered double digit declines as markets continue to deal with the end of the commodity super-cycle and the mix of […]

Not All Bear Markets Are Created Equal

September 15th, 2015 by

We are pleased to share with you a recent market update written by Rick Vollaro, Chief Investment Officer of Pinnacle Advisory Group. Rick and his team believe this is a time to be more defensive in client investment portfolios, and we certainly agree. You have seen the results of this thinking in your own portfolio, […]

Our Response to Recent Market Events

August 27th, 2015 by

[This post is written by Rick Vollaro, Chief Investment Officer at Pinnacle Advisory Group, Inc. In September 2015, we combined businesses with Pinnacle and will now be featuring some of their articles and posts on our blog.] It is hard to believe that in three trading days, the market has penned its first 10% correction […]

Getting a Little Defensive

August 25th, 2015 by

Last week our domestic stock market finally gave in to the weight of investor worries. As we discuss in this update, we believe the market action the last few days warrants a reduction of risk in our portfolios, given the age of this bull market and the range of possible paths the global economy can […]

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