Personal Finance Personal Finance



What Affluent Families Need to Know about 529 Plans for College Savings

Even for families with the means to pay for tuition outright, college savings plans can carry major advantages. 529 savings plans are designed to be flexible and can be long-lasting, which brings specific benefits for affluent families. Here are some lesser-known ways to use a 529 plan to fund education expenses.

Rising Interest Rates: What Investors Need to Know

In the last few years of economic recovery, the benchmark interest rate has slowly inched upward to keep growth in check and inflation under control. Rates remain an important factor for investors to watch so they can rebalance their portfolios. Here are two possibilities to keep an eye on.

Could you be more diversified? Alternative investments may improve your portfolio.

Many investors could improve their portfolios through alternative investments - anything that's not a stock, bond or cash. Let’s take a look at two of the alternative options we typically explore with clients.

Legacy or lifestyle: What do you want to do with your wealth?

You have money, and it’s socked away in various investments and accounts. So what’s the end game? What is all this money for, and are you teed up to achieve that ultimate goal?

How to Cash in on Your Business While Keeping Its Future Secure

You business is poised for continued growth and prosperity, and it provides you with a healthy income. Now what?

How to Grow Your Business and Your Nest Egg at the Same Time

Many business owners face the same dilemma: What’s the proper balance of investing in your business and building your own personal nest egg?

3 Questions to Ask About Your Company Stock

Compensation isn’t always straight forward. When you reach a certain level of success, the way you are paid for your work gets more complicated. Even if you think you have it figured out, those complications could mean you’re missing important opportunities.

3 Investment Strategies for Tax Season

The 2016 tax season is almost over, but here are three strategies you can use that will pay off when Uncle Sam comes calling again. As always, consult a tax advisor for information specific to your situation.

State of Commercial Real Estate in Tennessee

Like most things in Tennessee, the commercial real estate market varies depending on which part of the state you call home. We asked four of Pinnacle’s commercial real estate experts from every corner of the state for their take on the status and future of commercial development in their cities.

Consumer Spending Growth Lifts Prospects

Growth in consumer spending, which has been very uneven over the last two years, has begun to stabilize and is expected to continue to grow. Read more in Mac Johnston's Investment Overview.

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