Personal Finance Personal Finance

Investing

Investing

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.

Retirement Planning: Take an Inventory of Income and Assets

Making sure that your income in retirement is sufficient to cover your expenses is a critical consideration in deciding whether or not you can afford to make the big transition.

The Key to Your Business Continuation Plan

Every business owner envisions what it will take to help the company succeed for years to come. Unfortunately, many business owners don’t think about what would happen to their company if a key employee passed away.

3 Factors Make Equity Income a Viable Strategy

There’s no doubt the past few years have been challenging for most investors. At the same time, three factors have created an opportunity for those who are looking for investments that generate cash.

The Playbook for Successful Investing

Learn about the importance of managing your risks rather than returns and letting your time frame for returns match the type of investments. Scott also emphasizes the importance of looking for value and not making emotional decisions or being overly influenced by what’s in the news.

Getting Organized for Financial Planning

Gathering the information and documents from this checklist is the first step in creating a comprehensive financial plan.

Think Twice Before Touching Your 401(k)

Strict governmental rules and penalties are in place to discourage use of those funds for purposes other than retirement.

Creating an Investment Portfolio

Follow these five steps to assure solid investment portfolio management. Financial planners can help create and implement a comprehensive plan.

Article Search

Client Programs

Client Programs

Everything is Marketing Now - Donelson

Wed, May. 6 - 11:30 - 12:30 p.m.
Pinnacle - Donelson

Chip Cards are Coming: Are You Ready for EMV? - Mt. Juliet

Tue, May. 12 - 11:30 a.m. - 1 p.m.
Pinnacle - Mt. Juliet Road
See All Client Programs

Calculators

Calculator

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 Podcast

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