Pinnacle Asset Management Group, Inc

Pinnacle Asset Management Group, Inc www.planwithpamg.com We employ a team approach to analyzing and integrating your investment portfolio, estate plan, cash flow, income taxes, and retirement.

Our firm provides comprehensive fee-based wealth management services to corporate executives, professionals, business owners, and others looking to secure their financial future. Our success is measured by our clients' success in achieving their goals- not performance statistics. Customized recommendations are based upon your individual needs, circumstances, and goals. Diana DeCharles is registere

d with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services offered through Pinnacle Asset Management Group, Inc., a registered investment advisor. Pinnacle Asset Management Group, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. The Investment Adviser Representative of Pinnacle Asset Management Group, Inc. offers investment advice with residents of a SEC/jurisdiction for which they are properly registered or where excluded from registration requirements. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

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

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

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower in...
01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
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When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
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As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

FDIC insurance was designed to protect your deposited funds, but do you know how?
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FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Concerned about the social impact of your investments?
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Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Just entering retirement? Here's what you need to know.
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Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

For a small business, the loss of a key person could cause financial hardship.
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For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Have you used a junk-drawer approach to manage your investments?
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Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

A few strategies that may help you maximize your Social Security income.
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A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
12/19/2025

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Address

2020 Line Avenue
Shreveport, LA
71104

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(318) 221-7526

Website

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