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  • Pinnacle Asset Management
    115 East Center Street Lexington, NC 27292-3311 T: 336.481.0632 F: 336.481.0639
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How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings....
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options av...
Markets & Investing
Read
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Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options av...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you ...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retireme...
Markets & Investing
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Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Read
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money...
Family & Lifestyle
Read
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While ...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide...
Markets & Investing
Building an emergency fund
A financial setback can be devastating. But building an emergency fund – a cash reserve – can help p...
Retirement & Longevity

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  • Pinnacle Asset Management
  • 115 East Center Street Lexington, NC 27292-3311
  • T 336.481.0632
  • F 336.481.0639
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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