Financial Planning
August 19, 2025
2023
For parents saving for their children’s college education, a Section 529 plan may offer several advantages. Section 529 plans are operated by individual states and let families set aside money to cover future education expenses on behalf of account beneficiaries.
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August 19, 2025
2023
The Fed may have avoided recession for now, but more economic pain may be necessary to bring inflation down to its long-term target.
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August 19, 2025
2023
The first half of 2023 has concluded, and it is one for the record books. Despite seemingly countless reasons to be wary of the markets – regional banks collapsing, core inflation (excluding food and energy) stubbornly remaining above or near 5% and a debt-ceiling resolution being pushed to the 11th hour– the S&P 500 climbed over 16% on a total return basis to start the first half of the year.
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Commentary and Research Papers
August 19, 2025
2023
As investment managers, it is part of our nature to think about the impact of evolving technology. How will innovative technologies affect our lives? Which companies will benefit? How can modern technologies enhance our capabilities as investment advisors to better serve our clients?
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Commentary and Research Papers
August 19, 2025
2023
Pinnacle Associates congratulates Jim Ferrare, CFA, CPA on being included in this year’s Forbes Best in State Wealth Advisors rankings as recognition of his commitment to putting clients first, leading with exceptional ideas, and demonstrating integrity. It’s the sixth year in a row that Jim has been included on the list.
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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.
