The quick changes to life as we know it due to the coronavirus pandemic have caused immense uncertainty in all aspects of life. In a recent guest article for Sedona Red Rock News, Financial Planner Bill Kelso explains why many...
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Uncertainty maintains its firm hold on financial markets and the greater economy as countries, including the U.S., resort to stringent measures to mitigate fallout from the ongoing coronavirus pandemic. From Spain locking down to the...
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As panic and volatility grip the stock market over the ongoing coronavirus pandemic, we maintain our viewpoint that the U.S. economy should be able to weather the storm and a recession remains unlikely. Much of the downward pressure in...
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Recent volatility in financial markets related to the spread of the coronavirus is understandable given the tragic loss of human life and that the full economic implications are yet unknown and will continue to be so for some time....
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The Setting Every Community Up for Retirement Act, known as the SECURE Act, is a federal law that aims to expand and improve Americans’ ability to save for retirement and ensure they have adequate savings to last through the end...
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The financial and investment world is filled with its own vocabulary, with several terms that can be confusing and are often misunderstood. In a recent guest article for Sedona Red Rock News, Financial Planner Bill Kelso defines a...
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Life insurance can be an uncomfortable topic, but it’s an important part of any financial plan, and gaining understanding of its role sooner rather than later can be beneficial. In a recent guest article for Sedona Red Rock News,...
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Stock markets started the new year with some strong activity but fear and uncertainty surrounding the coronavirus outbreak in China quickly muted that early enthusiasm. As a result, U.S. equities ended January 2020 flat while...
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In the third quarter of 2019, total household debt increased by $92 billion dollars according to the Federal Reserve Bank of New York. Debt can be a major roadblock, but as Bill Kelso explained in an article for Sedona Red Rock News, a...
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As the Barret-Jackson collector car auction commences in Scottsdale, the Phoenix Business Journal tapped Pinnacle’s Founding Partner Lennard van der Feltz to share financial considerations for people interested in purchasing a...
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Each quarter, the Pinnacle team will share an overview of notable economic changes and projections for the future to help you keep tabs on your portfolio. While stock market gains in 2019 have certainly been impressive, some...
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Even entrepreneurs with experience, the right ideas, and proper funding need guidance to found a successful startup. In an article for In Business, Pinnacle’s Founding Partner Lennard van der Feltz shared financial considerations...
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It can be tricky to understand the roles of various financial professionals. How do you know which professional is best for your individual needs, circumstances and goals? Financial Planner Bill Kelso provided an overview of five...
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When you’re first starting off in the investing world, it can seem like there are countless pathways toward meeting your financial goals, and everyone seems to have a different opinion on which one is best. Between choosing...
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Today, we are very pleased to announce the accomplishments and promotion of two Pinnacle employees: Patrick Nosal and Josh Kosar. After a summer and fall of rigorous study, Patrick and Josh both passed their FINRA Series 7 and 66 exams...
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Pinnacle Financial Advisors Founding Partner Lennard van der Feltz was recognized among the state’s top executives in the 2020 AzBusiness Leaders publication. Lennard is joined by fellow experts in the wealth management category,...
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Pinnacle’s Founding Partner Lennard van der Feltz shared his thoughts on how the election could impact Americans’ finances and offered financial advice for 2020 in an article for Az Business Magazine, one of Arizona’s...
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Meet Patrick Nosal, a Financial Advisor/Relationship Manager at Pinnacle Financial Advisors’ Tempe office. When he’s not helping our team implement financial plans, you may find him golfing, watching hockey or exploring a...
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Your 30s are often equal parts exciting and challenging, marked by pivotal financial decisions. Some people in their 30s are first-time home buyers. Others may decide to start or expand their families. 30-somethings may decide to take...
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Financial planning fees are a source of confusion for many people. In a blog post for Sedona Red Rock News, Financial Planner Bill Kelso started a much-needed conversation about fees, spelling out what consumers are paying for when...
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As the official impeachment inquiry into President Trump moves forward, many investors are concerned about the potential impact to the stock market. While it is impossible to predict exactly what will occur regarding both the...
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Financial logistics can be a challenge when planning any trip, especially for extended vacations. Financial Planner Bill Kelso offered guidance to adventurers and explorers in a blog post for Sedona Red Rock News. Bill encourages...
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After the age of 70 1/2, required minimum distributions (RMDs) kick in for certain retirement accounts. Some people choose to use their RMDs to cover living costs and necessities, while others use the extra funds for investments. In a...
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When you’re offered a new job, you’ll likely ask your new boss what benefits come with employment, ranging from healthcare and retirement plans to paid-time-off and sick days. Another benefit that some employers offer is...
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Each quarter, the Pinnacle team will share an overview of notable economic changes and projections for the future to help you keep tabs on your portfolio. The saw-tooth pattern we’ve seen in the stock market this year is typical...
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For more than 10 years, Pinnacle Financial Advisors has supported ICAN, a Chandler nonprofit aiding local youth in academic and personal achievement. As illustrated in this graphic, our efforts have helped provide life skills...
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Cash flow is a vital aspect of running any business. It delivers clarity on exactly how much money is coming in and how much is going out on a weekly, monthly, and annual basis. Examining cash flow can help business owners discover...
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Pinnacle Financial Advisors is pleased to welcome Kai Mana and Hailey Kay as Team Support Specialists. Both are based at the Tempe office. A team player with nearly a decade of experience in finance, Kai collaborates with...
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If you’re approaching age 70 1/2, prepare to start taking required minimum distributions (RMDs) from your tax-deferred retirement accounts. Qualified tax-deferred accounts include IRAs, SEP-IRAs, Simple IRAs, 401(k)s, and other...
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Each quarter, the Pinnacle team will share an overview of notable economic changes and projections for the future to help you keep tabs on your portfolio. With summer in full swing, the United States economy is experiencing slow and...
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Making your retirement dreams a reality is no short order. The earlier you can start planning, the better the chances are that you will live out those dreams. Financial planning is a vital aspect of helping you on your long-term...
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At a first glance, universal life insurance might seem like the perfect option to give yourself and your loved ones peace-of-mind. But, as Financial Planner Bill Kelso explores in a recent guest article for the Sedona Red Rock News,...
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Struggling to talk to your children about finances? It can be a complex topic for parents to breach, but Pinnacle Financial Advisors Founding Partner Lennard van der Feltz shared a few tips with The Arizona Republic on how to inspire...
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Debt can be overwhelming and paralyzing. It might seem like an unsurmountable obstacle to overcome, preventing you from pursuing your financial goals or getting some peace of mind. And the truth is, debt affects millions of Americans....
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Ranking Arizona, an annual publication that ranks the state’s top companies in a variety of industries, recognized Pinnacle Financial Advisors among the Top 10 Independent Investment Advisors in its 2019 edition. The company...
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You’ve worked hard, saved up some money, and now you’re wondering how to make that money work for you. Stocks? Bonds? Mutual Funds? Real Estate? The sheer number of options are dizzying and leave many aspiring investors...
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Many people have a side hustle to generate extra cash flow. Whether a creative outlet or building block toward an entrepreneurial dream, landing a side hustle has never been easier in today’s “gig economy.” From ride...
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With deep experience assisting business owners in numerous aspects of financial planning, Pinnacle Financial Advisors Founding Partner Lennard van der Feltz discussed tips for selling an international business in a webinar for the...
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You may be wondering if universal life insurance is right for you. Universal life insurance can provide security for you and your loved ones, in addition to serving as a saving and investment tool. These capabilities make this type of...
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The Phoenix Business Journal recognized Pinnacle Financial Advisors’ position as a leader in the Valley’s financial planning community, naming the company among its annual list of the Largest Phoenix-area Investment...
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While two individuals may have similar backgrounds, incomes and goals, their investment portfolios may look very different due to their personal risk tolerances. In an article for Sedona Red Rock News, Pinnacle Financial Advisors...
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Real estate investing is perhaps one of the oldest investment tools around, predating stock markets and many modern-day financial vehicles. While the simplest version – renting to provide an immediate and fairly consistent return...
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Pinnacle Financial Advisors Financial Planner Bill Kelso highlighted key considerations for estate planning in an article for Sedona Red Rock News. While many people think estate planning entails writing a will, the process encompasses...
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Owning an international business comes with its own set of unique challenges, especially when it comes time to sell the business. Pinnacle Financial Advisors Founding Partner Lennard van der Feltz shared five building blocks of a...
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For many families, financial discussions with aging parents can be a tricky subject, especially when the conversation centers on adult children playing a larger role in financial and legal matters. Pinnacle Financial Advisors’...
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Retirement isn’t always synonymous with old age. U.S. Census Bureau data places the average age for retirement around 63, yet a strategic financial plan, clear vision and determination may lead to retirement well before. While...
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The Pinnacle Financial Advisors team is pleased to welcome Josh Kosar as a Team Support Specialist. He is based at the company’s Tempe office. With experience running startups and working as an operations consultant, Kosar brings...
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Pinnacle Financial Advisors Financial Planner Bill Kelso broke down five key financial rules for starting a new company in a blog post for Sedona Red Rock News. Bill notes that starting a small business is a major undertaking,...
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In a blog post for Sedona Red Rock News, Pinnacle Financial Advisors’ Bill Kelso shared tips to successfully downsize while avoiding common stressors and pitfalls. He shared his personal experience with downsizing his home and...
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The finance industry can be a very confusing place when trying to figure out who does what. Financial advisors guide you through personal money choices that impact your short-term wellbeing and long-term goals. They can be critical for...
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Pinnacle Financial Advisors Director of Business Development Scott Bourdo was recognized for his long-standing commitment to serving the community with ICAN’s 2018 Henry Salinas Society Heroes Award. Based in Chandler, ICAN is a...
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While many people choose to invest their money, you won’t find identical investment strategies or portfolios. If no two people are the same, their financial strategies shouldn’t be, either. When creating your investment...
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Pinnacle Financial Advisors is pleased to welcome Patrick Nosal as a Team Support Specialist. He is based at the company’s Tempe office. Nosal, who is currently working toward earning his Chartered Financial Consultant®...
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When many people think of an estate plan, they often think of a will. In reality, your estate plan can be much more than that – your estate is made up of everything you own, including your car, your home, personal possessions,...
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Pinnacle Financial Advisors Founding Partner Lennard van der Feltz was recognized among the state’s top executives in the 2019 AzBusiness Leaders publication. Lennard is joined by fellow experts in the wealth management category,...
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With deep experience assisting business owners of all sizes, Pinnacle Financial Advisors Founding Partner Susan Talbott discussed the importance of effectively assessing small business assets in the November issue of In Business....
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CBS 5 called upon Pinnacle Financial Advisors Founding Partner Lennard van der Feltz to provide insight on the financial impact of Baby Boomers’ widespread transition from owning to renting. According to U.S. Census data, Baby...
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The death of a spouse is heartbreaking, and financial worries can make the experience even more stressful. To help people handle this difficult situation, Pinnacle Financial Advisors Founding Partner Lennard van der Feltz sat down with...
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From stocks and bonds to real estate, life insurance, and more, it can be difficult to know where to start when mapping out your financial future. This is where financial planners come in. According to a 2016 survey from the CFB Board,...
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Meet Scott Bourdo, Pinnacle Financial Advisors’ director of business development. Scott lends keen business sense to the Pinnacle team, helping to identify opportunities to offer guidance relating to financial plans of all shapes...
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In Business Magazine, a leading publication for business leaders in the Phoenix area, featured Lennard van der Feltz in its From the Top executive profile series, highlighting his fervent interest in technology. Lennard’s profile...
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Your 20s are an exciting time. With numerous life changes in the transition to adulthood – from graduating college and entering the workforce to moving into a home of your own – this newfound freedom can be thrilling....
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Pinnacle Financial Advisors is thrilled to announce that Scott Bourdo has joined the team as Director of Business Development. With more than 20 years of diverse corporate experience, Scott will help identify opportunities for the...
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Life insurance is a sensitive subject for many people. It’s often easier to avoid having difficult conversations about how the family will manage if you die than to face it head on. Part of the hesitance in tackling the topic of...
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Bill Kelso discussed the value of hiring a financial planner in a blog post for the Sedona Red Rock News. Bill highlighted five key benefits a financial planner can offer, including extensive knowledge of the finance space and...
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Pinnacle Financial Advisors Founding Partner Susan Talbott discussed financial considerations for unmarried couples looking to purchase a home in an article for Opendoor. Susan emphasized the importance of meeting with a financial...
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Financial Planner Bill Kelso shared his expertise in tax efficiency planning in a blog post for Sedona Red Rock News. Bill discussed the importance of understanding tax efficiency, spelling out the differences between “tax now...
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Bill Kelso discussed the importance of financial planning for business owners in a blog post for Sedona Red Rock News. Bill expressed the importance of having a sound financial strategy for a business, noting that a financial planner...
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It’s the time most American workers dream of – retirement! Spending their days traveling the world, taking up hobbies they haven’t had time for or just living a life of rest and relaxation. Unfortunately, recent...
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Pinnacle Financial Advisors Founding Partner Lennard van der Feltz discussed common financial mistakes that people make when planning for retirement in a segment for CBS 5 This Morning in Phoenix. Lennard noted that many individuals do...
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Many people have a “bucket list” of destinations they would like to visit in their lifetime. Some of these trips may require more than a few days or a week to fully experience. Whether you want to spend a month traveling...
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Financial Planner Bill Kelso, who heads Pinnacle Financial Advisors’ Sedona office, is focused on educating the local community about a variety of personal finance topics in his new blog series for Sedona Red Rock News. In...
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The world of financial planning and investment can be confusing. But layer with it the oftentimes-complex fee structure of various financial institutions and advisors and you may be asking yourself, “What am I getting for my...
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Pinnacle’s Founding Partner Lennard van der Feltz discussed strategies to minimize tax liability in a Your Turn column for The Arizona Republic’s community sections. Lennard noted that while there is no way to avoid paying...
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Talking to your older parents about finances can be challenging. Typically, parents have dealt with financial matters privately and competently for most of their lives, and a sudden stream of questions from their children can feel...
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With a strong commitment to the community, Pinnacle Financial Advisors is proud to sponsor Bethany Christian School’s Feed the Need event. Feed the Need is a school-wide project that aims to provide more than 10,000 meals to...
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The Phoenix Business Journal recognized Pinnacle Financial Advisors in its list of the Largest Phoenix-area Investment Advisers. Pinnacle took the No. 37 spot, ranked by total assets under management locally. The list is part of the...
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Pinnacle’s Founding Partner Susan Talbott joined Valley insurance and real estate experts to share insights about numerous financial considerations when purchasing a second home in the March issue of Arizona Foothills Magazine....
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We all have financial aspirations—whether you want to purchase a vacation home, travel the world, or pay for your child’s college education, you must do a bit of planning before those dreams can become reality. It is...
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Meet Cassandra van der Feltz, a team support specialist in Pinnacle’s Tempe office. When she’s not working with Pinnacle’s team of financial planners to find new ways to improve the client experience, you may find...
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Pinnacle’s Founding Partner Lennard van der Feltz broke down financial planning necessities for business owners in an article for Az Business Magazine, one of Arizona’s leading business publications that tracks trends and...
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As a parent or grandparent, it’s important to equip your kids with the knowledge and resources to create a strong financial future. You may have begun saving for their college education or invested on their behalf, but have you...
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Pinnacle Financial Advisors’ Founding Partner, Lennard van der Feltz, shared his expertise in retirement plans in an article for Az Business Magazine, one of the state’s leading business publications tracking trends and...
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We are proud to announce that Cassandra van der Feltz has joined Pinnacle Financial Advisors as a team support specialist. Cassandra will work closely with our team of financial planners to ensure that each client account receives...
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Meet Susan Talbott, one of Pinnacle Financial Advisors’ founding partners. She’s a financial planner with a knack for approaching the planning process holistically—and she’s a morning person! Read on for more...
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Pinnacle Financial Advisors has joined the Phoenix chapter of the Global Chamber®, an international organization that helps regional companies expand their reach globally. Pinnacle has roots in global business—our Founding...
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As the year comes to an end, it is common for many of us to count our blessings and give to those who are less fortunate. The Pinnacle team believes donating to charitable organizations is important, and that it is an easy way to make...
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With the end of the year rapidly approaching, we’re providing you with a brief checklist of financial tasks to keep in mind as you wrap up 2017 and head into the New Year. Depending on the phase of your financial journey, you may...
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Pinnacle Financial Advisors Founding Partner Lennard van der Feltz shared his expertise in wealth management and wealth building in a recent article in Az Business. Lennard joined four leading wealth management experts to discuss ways...
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Going to college is expensive. According to the College Board, tuition and fees are rising faster than financial aid and income, making it even more difficult to pay for college. That’s why it’s important to start thinking...
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This is a follow up blog from our original post on the winners and loser of potential tax changes. What is the objective of tax reform anyway? The Republican Party and President Trump set out on tax reform to achieve three major...
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Pinnacle Financial Advisors is proud to unveil our new website! We may have a new look, but our commitment to providing our clients with the highest level of service hasn’t changed a bit. The site captures what Pinnacle Financial...
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Last week the White House issued a preliminary outline for potential tax reform. The administration released the proposed bill with the intention of fulfilling a campaign promise to reduce the tax liability on the middle class. The...
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On September 7th Equifax, a credit reporting agency, announced that a data breach compromised the personal information of 143 million Americans. Hackers were able to steal the following information from the agency: Names, birth dates,...
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There has been a lot of news about the U.S. economy’s growth in recent months, especially as analysts and commentators anticipate the actions of the Federal Reserve and debate the impact of job growth, and the rates of inflation...
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Bill Kelso takes on key role at Pinnacle Financial Advisors’ Sedona office overseeing new clients, lending support to existing accounts Pinnacle Financial Advisors is pleased to announce the addition of industry veteran and...
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Some people believe professional financial advice is only for the ultra-wealthy. At Pinnacle Financial Advisors, we feel that the guidance, insight, and peace of mind that comes with a well-crafted financial planning experience is...
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In our industry, we’re always looking for ways to bring our clients the best counsel, products, and service possible. With this in mind, we are excited to announce a new relationship with Seros Financial that will give Pinnacle...
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Taxes are a topic that bring out passionate responses from all sorts of people. Although they directly fund government-provided resources, including education, infrastructure, and security, the general consensus is that nobody likes...
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Navigating the financial world can be challenging for even the savviest investors, but for those new to financial planning, truly understanding the course they are about to chart is vital. It begins with learning the language spoken...
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