Financial Planning Trends & Insights

We’re constantly watching the markets and investment vehicles to serve you best.

August 1, 2022

Our 2022 Mid-Year Market Update

The 2020s thus far have been anything but routine, and the volatility just won’t quit. From a global pandemic and historic inflation to an unparalleled housing market and a war in Ukraine, it’s hard to believe we’re only two years into this decade. The economic uncertainty of the last few months has many anxious to […]

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How to Teach Your Kids About Money
July 20, 2022

How to Teach Your Kids About Money

You have big dreams for your children. But before they’re grown and out on their own, it’s important to teach them about things like a solid work ethic, kindness, respect, responsibility—the list goes on. Perhaps most important, though, is financial literacy, which is a skill that can make or break your child’s success as an […]

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May 16, 2022

5 Smart Money Moves to Make in Uncertain Times

Billionaire and founder of Patagonia, Yvon Chouinard, has said, “Fear of the unknown is the greatest fear of all.” And lately, it seems as though just about everything falls under the category of “unknown.” Between an ongoing pandemic, global unrest, and political instability, we have daily reminders of just how unpredictable life can be—which can […]

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March 21, 2022

You’ve Inherited Money, Now What Should You Do?

Receiving an inheritance is a bittersweet experience. On the one hand, you receive money that could improve your financial situation and provide a safety net to fall back on. On the other hand, the grief and heartache from losing a loved one and the assets inherited are a reminder of what you lost that could […]

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March 3, 2022

What Should You Do About the Russia–Ukraine Crisis and Market Volatility?

The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are understandably concerned and anxious.  What’s more, the events have caused economic volatility across the […]

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February 14, 2022

Ways to Avoid Capital Gains Taxes

As we watch the market go up and down (and then up again), we rarely think about the taxes we might pay with the rise of our portfolio or home value. But we should, because the tax man always cometh. Thankfully, you aren’t completely powerless when it comes to capital gains tax—you can control how […]

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Financial Freedom Starts Here.

You have so much to gain— get in touch with Pinnacle Family Advisors and take the first step towards financial peace of mind.