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Financial Forum July 2020

Submitted by Pinnacle Wealth Management Group, Inc on June 30th, 2020

Market Commentary – Contradictions between Wall Street and Main Street Continue

The Chinese symbol for “crisis” is made up of two symbols – one representing “danger” and the other representing “opportunity.”  So maybe it’s symbolic that the largest crisis most of us have eve

Tags:
  • Blog
  • CARES ACT
  • china
  • COVID-19
  • Financial
  • financial advisor
  • financial planning
  • investing
  • investment management
  • retirement
  • RMD
  • stock market
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Roth IRA Conversion in the Era of COVID-19

Submitted by Pinnacle Wealth Management Group, Inc on April 22nd, 2020

Roth IRA Conversion in the Era of COVID-19
Is it right for you?

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. 

Tags:
  • adviser
  • Financial
  • financial planning
  • IRA
  • retirement
  • retirement planning
  • roth
  • roth conversion
  • Roth IRA
  • tax planning
  • wealth management
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Key Provisions of the CARES Act

Submitted by Pinnacle Wealth Management Group, Inc on April 14th, 2020

Key Provisions of the CARES Act

Tags:
  • Blog
  • CARES ACT
  • COVID-19
  • financial planning
  • IRA
  • retirement
  • RMD
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Financial Forum March 23, 2020 COVID-19 Special Edition

Submitted by Pinnacle Wealth Management Group, Inc on March 23rd, 2020

COVID-19 Special Edition

“Once we have a war there is only one thing to do. It must be won. For defeat brings worse things than any that can ever happen in war.”     … Ernest Hemingway

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Financial Forum January 2020

Submitted by Pinnacle Wealth Management Group, Inc on January 3rd, 2020

Market Commentary – Stocks Party into the New Year

What a difference a year makes.  A year ago, December, markets dropped as investors were crippled with fear and pessimism about global growth and profits.  In fact, at that time, the CNN Fear & Greed Index registered an extrem

Tags:
  • Blog
  • china
  • financial planning
  • investing
  • investment management
  • retirement
  • secure
  • secure act
  • stock market
  • trade deal
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Year-End Checklist

Submitted by Pinnacle Wealth Management Group, Inc on November 13th, 2019

Year-End Checklist

Personal Changes

  • Did you sell a major asset like your home, business, or other real estate?
  • Did you transfer any major financial assets?
  • Did you refinance your house? 
  • Did you receive a gift or inheritance?
  • Did you lose
Tags:
  • financial planning
  • tax planning
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Financial Forum - October 2019

Submitted by Pinnacle Wealth Management Group, Inc on October 4th, 2019

Market Commentary – Stocks Held Firm in Q3 Despite Increased Global Concerns

The lyrics to Billy Joel’s hit, “We Didn’t Start the Fire” lists more than 100 headline events between 1949, the year of Joel's birth, and 1989, the year the record was released.  What was unique about this song was that the lyrics were nothing more th

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  • financial planning
  • investing
  • investment management
  • investments
  • market
  • stock market
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Will You Avoid These Estate Planning Mistakes?

Submitted by Pinnacle Wealth Management Group, Inc on September 18th, 2019

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.

Provided by Daniel A. Cesta

Many people plan their estates diligently, with input from legal, tax, and financial professionals.

Tags:
  • estate planning
  • financial advisor
  • financial planning
  • retirement
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The Gift Tax

Submitted by Pinnacle Wealth Management Group, Inc on August 29th, 2019

The Gift Tax

Tags:
  • Blog
  • finance
  • financial advisor
  • gift tax
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Strategic vs. Tactical Investing

Submitted by Pinnacle Wealth Management Group, Inc on August 21st, 2019

Strategic vs. Tactical Investing 

Tags:
  • financial plan
  • investment
  • investment management
  • Strategic Investing
  • Tactical Investing
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