Financial Planning Trends & Insights

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

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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February 1, 2022

What Should You Do About Inflation and Stock Market Volatility?

After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020. (1) Monday’s market dip put the S&P 500 down over 10%, which is officially called a “correction” on Wall Street. (2) In addition to the stock market decline, inflation […]

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January 5, 2022

Jump-Start Your Financial Plan for 2022!

Welcome to 2022! Given that 2021 wasn’t quite the fresh start we’d hoped for, a new year can be overwhelming to think about. After the intensity of the last two years and the pandemic, economic shutdown, and slow road back to “normal,” the good news is that there are actionable steps you can implement to […]

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