Commentary and Research Papers
October 20, 2025
2025
Markets continued their upward trend in the third quarter, building on what has already been a strong year for investors. The major U.S. equity indices all posted solid gains: the S&P 500 rose 7.8%, the Dow added 5.2%, the Nasdaq gained 11.2%, and the small-cap Russell 2000 advanced 12.0%, marking its best quarter since late 2023. Several indices reached new record highs in September, underscoring the resilience of market sentiment despite the growing complexity of the economic outlook.
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August 19, 2025
2025
In our Spring Financial Planning Newsletter, we explore key topics to consider during times of professional change. Inside this guide, you’ll find essential insights on budgeting, managing both new and existing 401(k) plans, evaluating life insurance options, and reassessing your overall insurance needs. We also explore how these decisions can influence your broader financial strategy.
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Commentary and Research Papers
August 19, 2025
2025
I attended two weddings this weekend, and among all the dancing and celebrations, a common question was posed to many of the recently engaged or married couples: “So, are you thinking about buying a house soon?” A simple question that increasingly haunts the younger generation.
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Commentary and Research Papers
August 19, 2025
2025
The economic expansion finds itself surrounded by worried onlookers. Growth has stalled, risks are rising, and policymakers are debating their next move. The Trump administration’s executive orders to increase tariffs threaten to act as a fresh shock to an already vulnerable system. While some market voices are calling for prompt interest rate cuts to help cushion the economy, the Federal Reserve appears inclined to stay patient for now.
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Commentary and Research Papers
August 19, 2025
2025
The energy sector offers investors an array of choices. Pinnacle Associates Portfolio Manager Jack Bocock weighs in on his outlook for the sector and specific themes that Pinnacle’s Small Cap Value team likes including natural gas-fired power for surging IT power demand and offshore projects as onshore U.S. production struggles to grow.
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August 19, 2025
2025
Markets faced a sharp reversal in tone during the first quarter of 2025. After a strong finish to 2024, the S&P 500 fell 4.6%, marking its worst quarterly performance since Q3 of 2022. The NASDAQ declined 10.4%, and the small-cap Russell 2000 dropped 9.8%, weighed down by renewed concerns about economic growth, trade policy uncertainty, and the sustainability of the AI-fueled rally that dominated headlines last year.
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Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
