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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
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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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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.

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  • estate planning
  • financial advisor
  • financial planning
  • retirement
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Financial Forum July 2019

Submitted by Pinnacle Wealth Management Group, Inc on July 9th, 2019

Market Commentary – Stocks Remain Resilient Despite Rising Volatility

Volatility returned in the second quarter, as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy, and the state of the U.S.

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Our Family Office: A Customized and Team-Based Approach

Submitted by Pinnacle Wealth Management Group, Inc on May 14th, 2019

Do the financial services you’re receiving from your financial advisor/broker include tax return preparation and trust drafting for one fee? 

Would you like to receive financial services similar to ultra-high net-worth families?

 

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  • Blog
  • estate planning
  • financial planning
  • Full Service
  • investment management
  • tax planning
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Turning 66 This Year? Last Chance Social Security Opportunity Still Exists!

Submitted by Pinnacle Wealth Management Group, Inc on April 30th, 2019

Turning 66 This Year? Last Chance Social Security Opportunity Still Exists

Looking for a little extra income for four years? Born on or before Jan 1, 1954? Then you may be in luck.

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  • Blog
  • financial planning
  • full retirement age
  • retirement
  • social security
  • social security benefit
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Financial Forum April 2019

Submitted by Pinnacle Wealth Management Group, Inc on April 8th, 2019

Market Commentary – A Strong Start to the Year, but Risks Remain

After suffering their worst December since the Great Depression, stocks had their best first quarter in ten years primarily due to the Federal Reserve halting interest rate increases and improving U.S-China trade relations. Perhaps the most impactful event of Q1 was the Fed

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  • Financial
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Estate Planning Review

Submitted by Pinnacle Wealth Management Group, Inc on March 19th, 2019

Whitepaper: Estate Planning Review

Written By: Daniel A.

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  • beneficiaries
  • beneficiary
  • Blog
  • Estate
  • estate planning
  • financial planning
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The Value of Financial Planning

Submitted by Pinnacle Wealth Management Group, Inc on January 30th, 2019

The Value of Financial Planning

Written By: Daniel A. Cesta, CPA, CFP, MST

 

Tags:
  • Financial
  • financial advisor
  • financial planning
  • financial review
  • retirement
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Financial Forum January 2019

Submitted by Pinnacle Wealth Management Group, Inc on January 17th, 2019

Market Commentary – Market Headwinds Cause Historic Volatility

Is this as good as it gets?  Will we have a recession in 2019?  Where will we go from here?  These were just a few questions investors grappled with toward the end of last year and into the new year.  And why wouldn’t they?  After all, in the final th

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