How We Manage Money
We practice an active style of management to help protect and grow our clients' assets.Learn More
Our Core Values
They are the foundation of our business and at the center of everything we do.Learn More
Our hard working employees are dedicated to providing our clients with the highest level of service.Learn More
Welcome to Pinnacle Asset Management
At Pinnacle Asset Management, our mission is to grow and protect our clients’ assets. We practice an active style of asset management consisting of fundamental analysis for security selection and technical analysis to identify and adjust to ever changing financial market conditions. This combination of disciplines provides our clients with the confidence that they own quality investments and the comfort of knowing that there is a proactive strategy in place to minimize risk.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Rightsizing for Retirement
What does your home really cost?
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
To choose a plan, it’s important to ask yourself four key questions.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
There are common mistakes you can avoid when saving for retirement.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What does your home really cost?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.