Learning Center

Pinnacle 5 Podcast Series

The Pinnacle 5 Podcast Series is a collection of information and advice on financial topics. In each podcast host Summer Yeiser, Pinnacle’s learning and development manager, talks with other associates about the latest trends in their areas of expertise. You’ll find five key takeaways in every podcast.

5 Pieces of Advice for Starting a Wellness Program

5 Questions Investors Should Ask about Bonds

5 Ways to Minimize College Costs

5 Types of Business Structures

5 Key Elements of Strong Cash Flow

5 Precautions to Prevent External Fraud

5 Actions to Take Before You Buy a House

Switching Bank Accounts in 5 Easy Steps

5 Ways to Lower Energy Use and Costs

5 Ways to Protect Your Phone or Tablet from Cyber Threats

5 Key Banking Needs for Nonprofits

5 Drivers of Associate Engagement

5 C’s of Credit Analysis

5 Important Aspects of Mortgages

5 Frequently Asked Questions about Tennessee's Inheritance Tax

5 Lessons for Successful Investing

5 Facts about Estate Planning

5 Tips to Prevent Fraud

* The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Any opinions are those of Scott McPherson and not necessarily those of Raymond James Financial Services or Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Every investor’s situation is unique and you should consider your investment goals, risk tolerance, and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification does not assure a profit or protect against a loss. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Inclusion of this index is for illustrative purposes only. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Past performance does not guarantee future results.

Article Search


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

Case Studies

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

Pinnacle 5 Podcast Series

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