Institutional - Commentary & Outlook
September 20, 2023
For much of this year, the markets have seen significant hype around artificial intelligence (AI) and AI-related stocks. The term artificial intelligence refers to machines that can not only mimic human responses and learn but can also adapt and evolve like human beings. Many experts are calling generative AI the “next frontier” of AI, given its ability to digest huge amounts of data to identify patterns and structures within that existing data to quickly generate new content, including text, images, audio and synthetic data.
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September 15, 2023
Stocks posted their first losing month since February, and only their second down month overall this year. The indexes fell in the first three weeks of August, in response to rising interest rates, mixed inflation news and some consolidation in the heretofore surging technology stocks. They rebounded near month’s end, but not by enough to offset earlier losses.
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September 15, 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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September 15, 2023
Financial planning is the process of evaluating and choosing an optimal strategy to achieve your financial goals. We work with you to create a personalized plan based on an integrated review of your unique circumstances. As your life changes, we make adjustments to your plan and portfolio, keeping you on the path to success.
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September 15, 2023
401(k) plans are tax-preferred investment accounts managed by employers. Traditionally, 401(k)s are funded with pre-tax dollars and taxed at withdrawal. Some plans have Roth options in which the account is funded with after-tax dollars and no tax is paid at withdrawal.
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September 15, 2023
IRAs (individual retirement accounts) are tax-preferred investment accounts intended for retirement savings. Roth and Traditional IRAs both benefit from not paying taxes on gains when realized, but they differ in when they are taxed.
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September 15, 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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September 15, 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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September 15, 2023
Stocks posted yet another positive month in July, as investors increasingly anticipated a “Goldilocks”, soft landing scenario of stable economic trends and declining inflationary pressures.
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September 15, 2023
Defying all expectations, stocks posted another quarter of robust gains. Enthusiasm around artificial intelligence (AI) led to a surge in Technology stocks, propelling the major averages higher in the second quarter.
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September 15, 2023
Stocks continued their upward ascent in June, in a broad-based rally that lifted all of the market sectors to positive monthly returns. Investors were heartened by the Fed’s pause of its year-long interest rate tightening campaign, as well as by fading fears of imminent recession as economic indicators continued to outpace expectations.
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September 15, 2023
Stocks traded in a narrow range in May, masking what was actually a very eventful month. It wasn’t only the contentious negotiations on the US debt ceiling, which raised the specter of a technical US debt default.
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September 15, 2023
Stocks traded in a narrow range in April, finishing mixed. For the second consecutive month, large caps posted positive gains and smaller stocks mostly negative returns, although the differential between the two asset classes was narrower than last month.
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September 15, 2023
In the first half of the year, we saw the failure of three mid-sized banks, a marked slowdown in the growth of the largest technology firms, and a round of debt ceiling negotiations that pushed the US closer than ever to default. Despite all of this, the S&P 500 built on its gains from the first quarter, generating a total return of +8.7% in the second and bringing year-to-date returns to +16.9%.
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September 15, 2023
Stocks posted mixed returns in March, with considerable volatility along the way. Investors came into the month still worried about the stronger-than-expected economic data and stubbornly-high inflation readings that were seen in February.
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September 15, 2023
After a powerful rally in January, stocks were down across the board in February as investors responded negatively to stronger-than-expected economic data and persistently high inflation readings.
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September 15, 2023
After a dismal 2022, stocks came surging out of the gates in 2023. And it wasn’t just stocks that gained. Unlike 2022, when almost all asset classes posted negative returns, the near opposite occurred in January, and positive returns were seen across the board.
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September 15, 2023
We are very excited to announce our partnership with Investment Management of Virginia, LLC (IMVA). The path ahead is bright and we are excited to have the IMVA team join us on that journey!
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September 15, 2023
Pinnacle Associates Portfolio Manager @Randy Baron joined @The Business Brew podcast this week to discuss his #investment philosophy and interest in the #synthetic biology space. Bill and Randy explore the ethos of high conviction investing, especially in the current market backdrop.
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Institutional - In the News
September 15, 2023
Pinnacle Associates Portfolio Manager @Randy Baron explains to @Forbes why @MiX Telematics (MIXT) is unlikely to be the first name that comes to mind when speaking about tech, but it has an important spot in how tech supports the global supply chain as one of the biggest players in tracking vehicle fleets.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 20, 2023
For much of this year, the markets have seen significant hype around artificial intelligence (AI) and AI-related stocks. The term artificial intelligence refers to machines that can not only mimic human responses and learn but can also adapt and evolve like human beings. Many experts are calling generative AI the “next frontier” of AI, given its ability to digest huge amounts of data to identify patterns and structures within that existing data to quickly generate new content, including text, images, audio and synthetic data.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
Stocks posted their first losing month since February, and only their second down month overall this year. The indexes fell in the first three weeks of August, in response to rising interest rates, mixed inflation news and some consolidation in the heretofore surging technology stocks. They rebounded near month’s end, but not by enough to offset earlier losses.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
Stocks posted yet another positive month in July, as investors increasingly anticipated a “Goldilocks”, soft landing scenario of stable economic trends and declining inflationary pressures.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
Defying all expectations, stocks posted another quarter of robust gains. Enthusiasm around artificial intelligence (AI) led to a surge in Technology stocks, propelling the major averages higher in the second quarter.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
Stocks continued their upward ascent in June, in a broad-based rally that lifted all of the market sectors to positive monthly returns. Investors were heartened by the Fed’s pause of its year-long interest rate tightening campaign, as well as by fading fears of imminent recession as economic indicators continued to outpace expectations.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
Stocks traded in a narrow range in May, masking what was actually a very eventful month. It wasn’t only the contentious negotiations on the US debt ceiling, which raised the specter of a technical US debt default.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
Stocks traded in a narrow range in April, finishing mixed. For the second consecutive month, large caps posted positive gains and smaller stocks mostly negative returns, although the differential between the two asset classes was narrower than last month.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
In the first half of the year, we saw the failure of three mid-sized banks, a marked slowdown in the growth of the largest technology firms, and a round of debt ceiling negotiations that pushed the US closer than ever to default. Despite all of this, the S&P 500 built on its gains from the first quarter, generating a total return of +8.7% in the second and bringing year-to-date returns to +16.9%.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
Stocks posted mixed returns in March, with considerable volatility along the way. Investors came into the month still worried about the stronger-than-expected economic data and stubbornly-high inflation readings that were seen in February.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
After a powerful rally in January, stocks were down across the board in February as investors responded negatively to stronger-than-expected economic data and persistently high inflation readings.
Read MoreRead MoreInstitutional - Commentary & Outlook
September 15, 2023
After a dismal 2022, stocks came surging out of the gates in 2023. And it wasn’t just stocks that gained. Unlike 2022, when almost all asset classes posted negative returns, the near opposite occurred in January, and positive returns were seen across the board.
Read MoreRead MoreInstitutional - In the News
September 15, 2023
We are very excited to announce our partnership with Investment Management of Virginia, LLC (IMVA). The path ahead is bright and we are excited to have the IMVA team join us on that journey!
Read MoreRead MoreInstitutional - In the News
September 15, 2023
Pinnacle Associates Portfolio Manager @Randy Baron joined @The Business Brew podcast this week to discuss his #investment philosophy and interest in the #synthetic biology space. Bill and Randy explore the ethos of high conviction investing, especially in the current market backdrop.
Read MoreRead MoreInstitutional - In the News
September 15, 2023
Pinnacle Associates Portfolio Manager @Randy Baron explains to @Forbes why @MiX Telematics (MIXT) is unlikely to be the first name that comes to mind when speaking about tech, but it has an important spot in how tech supports the global supply chain as one of the biggest players in tracking vehicle fleets.
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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.
