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Investing
Health & Benefit: How much should I put in my HSA?
For many people, fall is the time for selecting health insurance benefits for the following calendar year. If you have selected a high deductible health plan (HDHP) that qualifies for a health savings account (HSA), you might be wondering, “How much should I put in my health savings account?” Our partner for Pinnacle’s new Health & Benefits offerings, WEX, Inc., offers some tips. The short answer is that you should contribute the maximum prorated amount allowed by the IRS, if that’s financially viable for you.
Donor Advised Funds: How Anyone Can Set Up Their Own Charitable Private Foundation
We all want to do more to support our communities and favorite nonprofits, but most of us aren’t wealthy enough to start a private foundation. Or are we? Take a look at this easy, affordable solution for an on-going fund that solidifies your legacy of giving.
Could you be more diversified? Alternative investments may improve your portfolio.
Many investors could improve their portfolios through alternative investments - anything that's not a stock, bond or cash. Let’s take a look at two of the alternative options we typically explore with clients.
Legacy or lifestyle: What do you want to do with your wealth?
You have money, and it’s socked away in various investments and accounts. So what’s the end game? What is all this money for, and are you teed up to achieve that ultimate goal?
How to Cash in on Your Business While Keeping Its Future Secure
You business is poised for continued growth and prosperity, and it provides you with a healthy income. Now what?
How to Grow Your Business and Your Nest Egg at the Same Time
Many business owners face the same dilemma: What’s the proper balance of investing in your business and building your own personal nest egg?
3 Questions to Ask About Your Company Stock
Compensation isn’t always straight forward. When you reach a certain level of success, the way you are paid for your work gets more complicated. Even if you think you have it figured out, those complications could mean you’re missing important opportunities.
3 Investment Strategies for Tax Season
The 2016 tax season is almost over, but here are three strategies you can use that will pay off when Uncle Sam comes calling again. As always, consult a tax advisor for information specific to your situation.
5 Ways to Profit from Dividend Stocks
When’s the last time you reviewed your stock portfolio? Do you know how much income you’re generating from dividends? Here are five ways you can update your dividend strategy.
5 Answers to Equity Income FAQs
The dividend element of stocks is often overlooked, but it’s an important part of a successful strategy. Learn more about how equity income differs from other types of portfolios and who should consider this model.
