Commentary and Research Papers
August 19, 2025
2023
A soft landing - once thought to only be achieved by Mr. Clause himself as he arrives on rooftops around the world – has potentially been attained by The Fed after a two-year tightening cycle. On Wednesday, the Federal Reserve announced optimism about a soft landing, known as the long-awaited “Fed-Pivot” – projecting short-term rate cuts and a gradual return of inflation to its 2.0% goal without a recession. Despite maintaining current interest rates and tightening pace, the Fed revised its short-term interest rate projections significantly downward.
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August 19, 2025
2023
To help you plan for the upcoming season, we are excited to share with you our 2024 Key Tax Facts sheet. This two-page sheet provides a snapshot on all of the latest tax updates to help you begin your tax planning process.
Read MoreRead MoreWatch NowFinancial Planning
November 10, 2025
2023
At Pinnacle Associates, we firmly believe that effective long-term financial success hinges on proactive planning. With this in mind, we share some valuable year-end planning tips to ensure that you end this year and begin the next year feeling well informed and prepared for what’s ahead.
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August 19, 2025
2023
Major US equity indices retreated in Q3, with the S&P 500 hitting a year-to-date high at the end of July but falling thereafter, closing the quarter -3.7% lower, with most of the decline taking place during September. Still, the benchmark sits at +12.1% year-to-date at quarter-end.
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August 19, 2025
2023
The Secure Act 2.0 was signed into legislation on December 29, 2022 – with the goal of improving retirement savings options in the United States. And while the bill contains over 90 provisions designed to help Americans strengthen their financial security, we’ve identified the key provisions for individuals in this cheat sheet.
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August 19, 2025
2023
One of the greatest ways we can add value to our clients is by removing the emotional aspect from investment decisions. Our team has successfully guided numerous entrepreneurs/families through some of the most significant monetary events in their lifetime. Helping clients prosper in a new phase of life is one of our strengths.
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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.
