Webinars

Facts Vs Feelings Take 5 – The Fed Cuts Big

The Fed finally made a rate cut, and this one was big. Is this going to be a positive thing for the stock market? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what happened and what could be next for investors a …

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How to Get Your Finances Back on Track After a “Gray Divorce”

By Scott Berryman, JD First there was Al and Tipper Gore. Then Bill and Melinda Gates. Divorce after the age of 50 is no longer so rare. From 1990 to 2010, the divorce rate for people over 50 doubled. It’s leveled off somewhat, but continues to rise for people over 65. Longer life exp …

What is your most valuable possession?

As the Summer winds down and the world shifts from “busy vacation” season to “busy activities” season, I wanted to take a moment to share one of the most profound articles I’ve ever read in regards to finance.  In 2012, I did a four-month intensive training on Biblical Stewardship with a br …

Biggest Mistake

  Nik Aamlid, CFP®, CAP®, Wealth Advisor, shares the biggest financial mistake he’s seen people make and how to avoid it for yourself. Regardless of where you’re at in your personal financial planning journey, our team can help. The Pinnacle Wealth team is driven by service and a desir …

Will Vs. Trust

  Part of a comprehensive financial plan is having a specific plan in place for what happens to your assets after someone passes. While you might be familiar with the terms ‘will’ and ‘trust’ – do you know the difference? Nik Aamlid, CFP®, CAP®, Wealth Advisor, talks about the pr …

First Three Steps of Financial Planning

There are seven steps to the financial planning process and we’re breaking them down for you because all seven are equally important and you need all seven to provide a comprehensive plan. Nik Aamlid, CFP®, CAP®, Wealth Advisor, breaks down the first three steps in the process and why havin …

How Many Miles In A Year?

Importance of Consistency On July 7, 2022 I decided to set a goal for myself – run at least 5k, or 3.1 miles, every day for a year. So, that day I started tracking. 365 days, 2,698.99 miles, and countless memories later, I can happily say that I did it! I learned a lot over …

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