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Pinnacle Investment Management
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How Rising Interest Rates Impacts Bonds

A common theme that we hear as we enter 2017 is the real possibility of interest rates increasing. As we look into this topic its important to understand what rising rates mean for bonds and what you should do about it, if anything. Interest rates and…
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  The concept of longevity is a relatively recent phenomena. For most of human history, life expectancy was around 20 years. That number slowly crept up until the 20th century, when life expectancy all of a sudden increased dramatically. At the turn of…
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Good News for 401(k) Investors

401(k) defined contribution plans were first adopted in the early 1980’s and have become very popular. Most private employers have replaced traditional defined benefit pension plans with 401(k) and similar defined contribution plans. These plans have…
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It is no secret that health care costs can take a big chunk out of a retiree’s budget. According to data compiled by HealthView Services, a leading producer of health care projection software, a healthy 65 year old couple retiring in 2016 is projected to…
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As the presidential race heats up many people are wondering what affect the election will have on the stock market. While no one knows what lies ahead, that does not mean we cannot obtain insight based upon history and human behavior. A Look at History…
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Medicare Premiums, Your Income, and Being “Held Harmless”

The 2016 Annual Trustees report for Social Security and Medicare are projecting that the Cost of Living Increase (COLA) on Social Security for 2017 will be only .2%, following no increase in 2016. It is also projected that Medicare Part B premiums could…
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Pinnacle Investment Management is pleased to offer this informative educational seminar.   Teresa Dunbar, State of CT Department of Banking will discuss: Recognizing the potential for abuse Recognizing red flags of suspicious behavior and account…
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With the new school year upon us, many parents with high school kids are probably thinking about how they will pay for their child’s future college education. It is an important question. With a four year private college costing on average $43,000/year…
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In the aftermath of the June “Brexit” vote, global equity markets briefly declined before advancing for the quarter. Most major stock market indexes are now ahead for 2016 with emerging markets and US small companies leading the way. Volatility appears to…
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In the aftermath of the June “Brexit” vote, global equity markets briefly declined before advancing for the quarter. Most major stock market indexes are now ahead for 2016 with emerging markets and US small companies leading the way. Volatility appears to…
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