Personal Finance Personal Finance



Brexit Presents New Risks

Many American investors don't see the risk implications of the Brexit vote on the U.S. economy. You can read about the effects of Brexit on the U.S. and get an outlook for the second half of 2016 in my latest Investment Overview.

Worries about China's Economy Lead to Weak Market Results

The markets became concerned over falling GDP growth in China in January. Because China is the second-largest trading partner of the U.S., any shock to the Chinese economy creates waves for the U.S. economy. For more information about how the markets fared in the first quarter and my outlook for the rest of 2016, read Mac Johnston's Investment Overview.

Poor Showing in 2015 Gives Way to Opportunities in 2016

Most investors would rather forget 2015, as diversification worked against them and resulted in negative returns. However, 2016 could be a good year for investors if the Fed moves slowly in raising interest rates and China has a soft landing. Read more and get an outlook for the year in Mac Johnston's latest Investment Overview.

Estate and Retirement Planning Changes in 2015

A new year often brings changes to retirement and estate planning tax laws. 2015 is no different. Find out what’s changed so you can take advantage of deductions and credits, as well as effectively manage your retirement planning and possible estate/inheritance tax burden.

Prepare Your Portfolio for Rising Rates

If improving economic signals are any indication, the Federal Reserve could raise interest rates by the middle of 2015. Here are some steps you can consider to prepare your portfolio for the possibility of rising rates.

5 Ways to Profit from Dividend Stocks

When’s the last time you reviewed your stock portfolio? Do you know how much income you’re generating from dividends? Here are five ways you can update your dividend strategy.

5 Answers to Equity Income FAQs

The dividend element of stocks is often overlooked, but it’s an important part of a successful strategy. Learn more about how equity income differs from other types of portfolios and who should consider this model.

5 Questions Investors Should Ask about Bonds

Bonds may not be the first thing that comes to mind when investors think about their portfolio, but they are an important part of the allocation mix.

6 Money Management Strategies for Retirees

Many people focus their sights on retirement, but the work doesn’t stop there. Here are some strategies for retirees to make the most of what they have saved and make sure it lasts.

Review Investments in Times of Uncertainty

The million-dollar question is “Where should I invest?” That depends on your individual needs and concerns. This would be a good time to review your portfolio with your investment advisor.

« 1 2 »

Article Search

Client Programs

Client Programs

Advanced Estate Planning Techniques - Memphis

Fri, Oct. 7 - 11 a.m. - 1 p.m.
Pinnacle - Quail Hollow
See All Client Programs



How much mortgage can you afford? Do you have enough insurance? Get answers with these free calculators.

Case Studies

Case Studies

Learn how we've helped our clients purchase dream homes, build their businesses and become successful.

Pinnacle 5 Podcast Series

Pinnacle 5 Podcast Series

Arm yourself with knowledge on financial topics from the advisors at Pinnacle.