Our Definition of “True Wealth”
Kevin Engbers CFP®, Founder and Wealth Advisor, uncovers our firm’s deepest belief — that wealth isn’t wealth by finances alone. We believe in True Wealth. What is “True Wealth,” you ask?
Why Pinnacle Wealth?
Choosing a financial advisor is a big decision, and one that we understand isn’t taken lightly. And with so many choices, why choose us?
Should I Self-Manage My Investments?
https://advisors.vanguard.com/insights/article/IWE_ResPuttingAValueOnValue A lot of people ask if they should be managing their own investments. Well, the answer is “maybe.” There are a few questions you should ask yourself before you venture into the world of investing. Our own Ryan Ovende …
The Importance of Philanthropy
At Pinnacle Wealth, we are deeply passionate about philanthropy. It’s important to us that our clients practice giving, all while understanding the ‘why’ behind those dollars. Nik Aamlid CAP®, Wealth Advisor shares his compelling love of giving and the impact it’s had on his lif …
What Makes Us Different?
When looking for a financial advisor, what criteria do you look for? At Pinnacle Wealth, we believe that working in tandem with our clients is superior. After all, the path to finding freedom is a journey and every individual comes to us with different goals, destinations, and obstacles th …
Goals-Based vs. Performance-Based Investing: Chasing Returns Isn’t Everything
By Kevin Engbers June 3, 2022 — The philosophy of most investors appears to unite in the desire to have their portfolios move higher, to take advantage of opportunities when they present themselves, and be cognizant of limiting downside movements. However, there are some fundamental dif …
How to Remain Calm in a Tumultuous Market
The stock market can be easily compared to riding a rollercoaster. It rises, it falls — all with a wild rush. When the market experiences those dips though, anxiety has a tendency to settle in. In early 2022, the markets dropped sharply, then quickly rebounded. It’s a wild ride of emotion …
Does “timing the market” work or does “buy and hold” work?
“Buy and Hold” or “Buy and Hope?” Buy and Hold is an investment strategy that could work greatly to your benefit. But it’s not as simple as picking multiple funds, dumping money into them, and going on your way forever.
3 Ways to Prepare for Next Tax Season
Take a deep breath, tax season is over. You’re either walking away with a check in hand or a little less in your bank account. Either way – before you put this tax season behind you, let’s get better prepared for next year.
Meet the Team: Ethan Brouwer
Ethan Brouwer joined our team at Pinnacle Wealth as a Relationship Manager in early 2021. After getting certified, he obtained the title of Associate Wealth Advisor.
