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 […]
Our Blog
Hear Ken Solow Discuss the Election and the Markets
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
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 […]
5 Estate Planning Tips for 2016
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) […]
A Message from the Chairman of the Investment Committee at Pinnacle Advisory Group
We are pleased to share with you a message by Ken Solow, Founding Partner and Chairman of the Investment Committee at Pinnacle Advisory Group. Many of you met Ken at our client event in July. Since almost all of our clients are now in Pinnacle’s investment models, we thought that you might like to read his thoughts on […]
A Peek At The Market
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
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 […]
5 Things You Need to Know About the New FAFSA Rules
We are pleased to share with you an article written by Mike Green, a Wealth Manager at Pinnacle Advisory Group. We invite you to share it with anyone who may be interested, especially those with family in high school or college. As always, please call us if you have any comments or questions. 5 Things […]
How the New Financial Law Affects Pinnacle Clients
April 13th, 2016 by Pinnacle Advisory Group
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 […]