Pinnacle Investment Management, Inc. is a comprehensive investment management and financial planning firm committed to the financial future of our clients.

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About Pinnacle

In The News

Pinnacle Investment Management
Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070
Phone: 860.651.1716
Email: invest@pinninvest.com

In The News

   

 

April 2017

Pinnacle Investment Management Advisor, John Eckel attends Barron’s Top Independent Advisors Summit 

John W. Eckel, CFP, CFA, President of Pinnacle Investment Management Inc. of Simsbury attended the ninth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held at the Ritz Carlton in Orlando, FL – March 22-24, 2017.  Click here to read more.

 

 

February 2017

John Eckel's article,Tips for creating a 401(k) plan for your company/nonprofit appears on HartfordBusiness.com: 

When retirement plans first became available, many small and mid-size companies as well as nonprofits had few options. Furthermore, many 401(k) and 403(b) plans had an inherent conflict of interest built into them when financial advisors were paid by the fund companies. This incented advisors to recommend plans with the highest compensation to the advisor rather than lowest cost to the company and employees. Click here to read more.

 

 

January 2017

John Eckel Forbes Interview – 9 Smart Money Moves to Make in January

"Consolidate as many accounts as possible with one low-cost custodian to make it easier to view and manage your investments,” says John Eckel, a financial planner in Simsbury, CT. This makes it easier to check your asset allocations and may save you some administrative expenses.

Click here to read the complete article.

 

December 2016

Connecticut Magazine named John Eckel as a Five Star Wealth Manager - Connecticut Magazine has named John Eckel of Pinnacle Investment Management Inc. to its’ list of Five Star Wealth Managers in it’s December 2016 issue.  

 

July 2016

John Shanley, CFP was quoted in the Financial Advisor magazine (fa-mag.com).   “For most retirees, it’s a very important decision because it impacts so many things: retirement, taxes, estate planning,” says John Shanley, a certified financial planner at Pinnacle Investment Management Inc. in Simsbury, Conn. “And for a lot of our clients, such as those who have $500,000, they need to make a smart Social Security decision because it’ll impact how they’ll run the rest of their lives, such as how they’ll withdrawal money from a portfolio. For couples, it’s important for survivor benefits. And it’s important for individuals, too, which requires a different analysis.” You can read the full article at this link.

 

June 2016

John Shanley, CFP was recently quoted in a Bloomberg.com article titled “Boomers, It’s Time to Spend—and Pay Taxes on—Your 401(k).” The article discusses some possible ways to minimize the tax impact of Minimum Required Distributions. You can read the full article at this link.

 

October 2015

 

 

 

Pinnacle Investment Management Recognized for its Contribution to The Simsbury Veteran’s Memorial Fund.  Click here to view.

 

 

 

 

 

 

 

September 2015

 

pinnacle-article

Pinnacle Investment Management appears in September 2015 issue of Forbes Magazine. Click here to view.

 

 

 

 

 

 

 

September 2015

Investment News interviewed John Eckel about the advantages and disadvantages of “market timing” vs. “buy and hold”.  He told them that he has looked at many approaches and feels that while it is possible to achieve occasional successes with market timing no one has been able to demonstrate that they can consistently do it well to come out ahead over the long term.

May 2015

John Eckel CNBC Interview – Are You Better With Money Than Obama?   Obama's top earning years may be ahead of him. "Those earnings will likely be independent of any one employer," said John Eckel, a certified financial planner in Simsbury, Connecticut. "As a result, his current investment allocation is small in comparison to his potential and not as important to achieving his financial goals."

Click here to read the complete article.

 

January 2014

The Hartford Foundation for Public Giving (HFPG) named John Eckel to its Professional Advisory Committee (PAC) whose responsibilities include advising the foundation of the opportunities to serve individuals and families who participate in the Hartford Regions charitable community.  The HFPG’s mission is to improve the quality of life in the Greater Hartford region through charitable donations.

December 2013

Connecticut Magazine named John Flanagan as a  Five Star Wealth Manager - Connecticut Magazine has named John Flanagan of Pinnacle Investment Management Inc. to its’ list of Five Star Wealth Managers in it’s December 2013 issue.  Pinnacle has also been included in Worth magazine and Medical Economics magazine top advisor lists.

December 2011

Donna Mitchell of Financial Planning Magazine interviewed John Eckel about a new SEC ruling on purchasing unregistered securities. Link to article.

May 2011

Financial Planning Magazine - In an article by Don Korn, 0 John Eckel discusses the merits of buying a vacation home.

May 2010

Hartford Courant - “Safe Investing for the Recent College Grad” by Ken Gosselin. Emily Verone, formerly a summer intern at Pinnacle, and John Eckel provide financial advice for recent graduates. Link to the story at the Courant.

April 2010

Investment News - John Eckel discussed the importance of having a strategy in place for dealing with a rising interest rates before they occur.

Smart Money Magazine - John Eckel quoted in “Stretching Your Investing Style” by Reshma Kapadia discussing why he likes “go anywhere fund managers”

February 2010

Financial Planning MagazineJohn Eckel said “REITs remain a hedge against inflation. They do better than other asset classes in an inflationary environment because they can increase their rents, so property values should increase as well".

January 2010

Financial Planning Magazine - John Eckel said “U.S. Treasuries are creating the next big bubble, as he expects to see interest rate rise in the short- and long-term over the next year. “U.S. Treasuries are overvalued and they’ll decline going forward due to concerns over inflation that will mean returns on these Treasuries will be low, if not negative”

December 2009

CT 12 TV “On the Money” John Eckel was interviewed regarding his outlook for 2010 by Rebecca Surran for TV and expressed his belief that gold had a glittering future.

Oct. / Nov. 2009

Morningstar AdvisorJohn Eckel discussed the relatively new field of behavioral finance, saying “learning about these behavioral traps beforehand helps reduce the likelihood that we or our clients will act on our impulses and make the wrong decision. It also makes us and our clients aware that these very same behavioral traps may push other investors to make the wrong decisions and provide an opportunity for us to capitalize on their mistakes”

September 2009

Medical EconomicsJohn Flanagan included in list of Best Financial Advisers for Doctors

February 2009

BusinessWeek.com - named John Eckel to its list of The Most Experienced Independent Financial Advisors.

November 2008

Medical Economics - John Flanagan included in list of Best Financial Advisers for Doctors.

August 2007

Financial Planning Magazine - One year before the sub-prime mortgage crises hit its peak John Eckel said “How long the market can continue to keep its distance from problems in the subprime market remains to be seen. The problem is uncertainty over how deep and widespread the problem may be. My understanding is that there are over a trillion dollars of subprime mortgages that are variable rate, which will most likely lead to some defaults," says Eckel. He suggests that a worst-case scenario would involve defaults, leading to excess housing inventory in a tight credit market. That, in turn, would take its toll on durable goods and other housing-related sectors.”

August 2007

Chicago Tribune - John Eckel was interviewed for an article by Gail Marks Jarvis about small cap stocks and said “small caps will be weaker than large companies during the foreseeable future because the stocks are expensive and tend to be less profitable than large companies when the U.S. economy is slowing. So he is whittling exposure to small caps down to 10 percent of a client's portfolio. He's not doing this instantly. He is waiting for a rally in the stock market that carries small-company stocks up about 5 percent. Then he plans to sell at a favorable price. Also, even though a rising market might make it tempting to hold onto the small-company stocks, he won't change his mind because he has a solid reason for his actions. He says he would do the same thing if a client came to him with more than 5 percent to 10 percent of their money invested in "emerging-market" funds”

July / August 2007

Bloomberg Wealth Manager included Pinnacle Investment Management in their listing of top advisory firms.

November 2006

Medical Economics - John Eckel included in list of Best Financial Advisers for Doctors

July / August 2006

Bloomberg Wealth Manager included Pinnacle Investment Management in their listing of top advisory firms.

November 2004

Medical Economics - John Eckel included in list of Best Financial Advisers for Doctors

July / August 2004

Bloomberg Wealth Manager included Pinnacle Investment Management Inc. in its list of Top Financial Advisors.

March 2004

Medical Economics - In discussing the importance of consistency in investment returns John Eckel said “Consistency is an important ally. It often results in better compounded returns over the long run, and investors are more likely to keep a consistent fund during slumps"

July 2002

Worth Magazine named John Eckel to its list of Top 250 Financial Advisers

April 2002

Business Week - In discussing Separate Account Managers, John Eckel said ...it`s almost impossible to comparison-shop among separate-account managers because the industry lacks performance ratings.

September 2001

Worth Magazine - John Eckel included in list of Top 250 Financial Advisers

September 2000

John Eckel and other Certified Financial Planners (CFP’s ®) participated in USA Today’s Retirement Hotline, answering questions about retirement planning telephone in by investors

September 1998

Worth Magazine included John Eckel in its list of its 300 Best Financial Advisers