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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4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

Current Housing Market

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.   *******  

Quarterback Of Your Finances

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 …

Market Commentary: Weakness Right on Cue

Last week, we noted the potential was high for a well-deserved break for stocks after a red-hot start to the year. That seasonal weakness may have begun. The S&P 500 is typically down in February, which joins September as the only other month to average in the red. But as we shared last …

Building a Program

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.

Secure Act 2.0

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.

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