Webinars

Market Commentary: Stocks Pause After Post-Election Surge

Stocks Can Go Down After the S&P 500 soared more than four percent the week of the election (the best week of the year), there was some late week selling last week on worries over inflation potentially coming back, the Federal Reserve Bank (Fed) possibly not cutting as much as expected, …

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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.

2023 New Year Goal Setting

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.

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