Pinnacle Group Financial Services

Pinnacle Group Financial Services

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Pay Yourself First 07/13/2026

When was the last time you paid yourself first?

Pay Yourself First It sounds simple, but paying yourself first can really pay off.

Quarterly Market Insights | July 2026 07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

The Five Basics of Financial Literacy 07/03/2026

How literate are you when it comes to your finances? Brush up with these five basics.

The Five Basics of Financial Literacy

Understanding the Basics of Medigap Policies 07/01/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Understanding the Basics of Medigap Policies Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

When Does Your Personal Car Become a Commercial Vehicle? 06/29/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

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2224 E. Santa Clara Avenue
Santa Ana, CA
92705

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm