Commentary and Research Papers
August 19, 2025
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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August 19, 2025
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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August 19, 2025
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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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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August 19, 2025
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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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.
