Insights

Life comes at you fast: Kevin Engbers, CFP®, CEPA®, Founder, CEO and Wealth Advisor, recently got the call that his eldest granddaughter is learning to drive. Recalling his own drivers’ education experience with his father, Kevin shares some key lessons that also apply to navigating the cur …

There’s a lot of information flying around related to the housing market and interest rates. Wealth Advisor Nik Aamlid, CAP® shares some things to consider as you navigate housing decisions in our current climate.   *******  

Have you built a team to support and nurture your financial goals? Consider our team at Pinnacle Wealth QB1. We’re here to truly quarterback your plan. Wealth Advisor Nik Aamlid, CAP® explains how our advisors are designed to be your *one* phone call to give you more time and more financial …

So many of us are locked into football during this time of year. But how is building a football program similar to building success in your financial life? Wealth Advisor Nik Aamlid, CAP® talks teams, building a “program” and finding success in 2023.

Wealth Advisors Nik Aamlid, CAP®, and Ryan Ovenden, CAP®, share their key takeaways from a recent webinar on the SECURE Act’s sequel – SECURE Act 2.0. Hear from Nik and Ryan in this quick overview of how SECURE Act 2.0 impacts RMD Age, Roth accounts, Starter 401K plans and more.

As we start a new year, the Pinnacle Wealth team is taking some time to set goals for 2023. New Year’s Resolutions are great but if the resolutions lack a thoughtful plan you’re committed to, it can be really challenging to maintain the routines that lead to achieving the goals you’ve set in place.

Led by our key advisors, this panel titled “From the Heart” is an exploration of our team’s origin story and mission. Each advisor talked about their personal path to Pinnacle and their passion for leading these relationships. We believe that getting to the heart is the core of trust.  Chao …

Here at Pinnacle Wealth we talk often about finding True Wealth. Wealth differs from person to person. If we’ve learned anything, we’ve learned that everyone has their own definition of what constitutes “true wealth.” Ryan Ovenden, Wealth Advisor, has a unique outlook of what it means in th …

Burt White, Carson Group Managing Partner and Chief Strategy Officer, traveled to Sioux Falls, SD to deliver our keynote on October 20, 2022 at our event called “Finding Your Freedom: Through Chaos and Calm.” His presentation was compelling and inspiring.  We appreciate Burt sharing his wis …