Commentary and Research Papers
August 19, 2025
2024
The US stock market saw divergent performance in October, ending the month with modest declines. The Russell 2000 experienced more pronounced losses, exceeding 1% for the month. Sector performance also exhibited significant divergence: Financials, Communication Services, and Energy were the only sectors that posted gains during the month; Health Care, Consumer Staples, and Materials experienced notable declines, each falling by at least 3%.
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August 19, 2025
2024
October, typically the stock market’s most volatile month, was a weak one for the financial markets. Both stock and bond investments generated negative returns. This occurred despite two positive developments – moderate inflation data that moved closer to the Fed’s 2% target and surprisingly favorable economic data. The upbeat economic activity, including strength in jobs, consumer spending and overall GDP, led investors to conclude that, although recent economic data had fluctuated in both directions, any remaining recessionary concerns should probably be put to rest.
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Commentary and Research Papers
August 19, 2025
2024
With Donald Trump’s recent victory in the presidential election, financial markets are poised for potential shifts across various sectors. Historically, markets tend to stabilize when political outcomes are clear, and now that the election is settled, initial uncertainty has eased. However, as we assess the implications of a Trump presidency, investors are watching closely for policy changes that could affect different asset classes.
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August 19, 2025
2024
September was volatile heading into the Federal Reserve interest rate decision but ended the month about flat. The net result was an overall strong quarter for small capitalization stocks. Currently, the Federal Reserve has begun cutting interest rates, job numbers are holding up (but not too much), and investors are getting “all-in” on an economic soft-landing economic projection. As of mid-October, it is hard to find a bearish strategist on Wall Street.
Read MoreRead MoreWatch NowFinancial Planning
November 10, 2025
2024
At Pinnacle Associates, we understand that addressing health-related financial issues requires both sensitivity and a proactive approach. In this Fall edition of our Financial Planning newsletter, we explore key areas that will help you navigate the financial complexities as you approach retirement. Inside this guide, you’ll discover important insights on maximizing Social Security benefits, managing portfolio allocations, making the most of Roth conversions, and understanding Medicare. We also address the potential impacts of the Tax Cuts and Jobs Act’s impending sunset and offer personalized strategies for safeguarding your investments as you move into this next chapter of life.
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August 19, 2025
2024
Often dismissed as mere vanity assets for the affluent, sports-related investments have quietly outperformed most asset classes over the past two decades. The evolving media landscape and fervent fan loyalty have unlocked profitable opportunities, transforming sports into a dynamic investment frontier. From a financial perspective, factors such as low leverage, improving margins, stable and predictable cash flows, and rising asset values have cemented sports as a viable and attractive investment avenue. We believe the commercialization of sports is still just warming up.
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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.
