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.
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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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Commentary and Research Papers
August 19, 2025
2024
U.S. equity markets saw broad gains in Q3, with all major indices posting positive returns. Notably, market leadership, which had been concentrated in large-cap tech, broadened as other sectors and asset classes joined the fun. This is reflected in the impressive performance of the equal-weighted S&P 500, up 9.1% for the quarter, surpassing the market-cap weighted S&P 500’s gain of 5.53%. Small cap companies also advanced, with the Russell 2000 rising 8.9%. The top-performing industries included asset managers, utilities, building products, REITs, property and casualty insurers, credit cards, and cruise lines. On the flip side, energy, semiconductors, software, money-center banks, department stores, steel, and autos lagged behind.
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August 19, 2025
2024
As we at Pinnacle Associates celebrate our 40th anniversary, we proudly reflect on the foundation of excellence we’ve built and the opportunities that lie ahead. Our investor commitment is unwavering, supported by an experienced and stable investment team and a time-tested investment approach that has successfully navigated many different market cycles. While the past year has been challenging, we feel strongly that we are poised to rebound and deliver the level of outperformance we have accomplished in the past, making this an ideal time to invest in our Small/Mid Growth (SMID) portfolio.
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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.
