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Saturday, April 27, 2024

Bill Kelso

Pinnacle’s Financial View

Coronavirus Impacts: Recession Likely, Followed by Quick Recovery

Bill Kelso -
The recent market volatility due to the coronavirus makes sense, given the tragic loss of life, shutdown of countries around the globe and cessation of global travel. While we’re not going to have absolute certainty anytime soon, market behavior...
Pinnacle’s Financial View

How Do I Know Which Type of Life Insurance is Best for Me?

Bill Kelso -
The fact of the matter is: you should consider a life insurance policy now, even if you’re young and healthy. Life insurance is a difficult – yet necessary – topic to discuss with loved ones or to face yourself. But...
Pinnacle’s Financial View

Is it Worth it? What You Need to Know About Financial Advisor Fees

Bill Kelso -
The world of financial planning can be a confusing place. Layer that with an additional complex fee structure charged by financial institutions and advisors – and we won’t blame you for asking, “What am I actually paying for?” ...
Pinnacle’s Financial View

Pack Your Bags: Financial Preparations Before Embarking on an Extended Vacation

Bill Kelso -
Hiking across Asia. Snorkeling in Bali. National park-hopping across the Western U.S. What’s on your bucket list? For a lot of people, travel nears the top. And some of these trips you have been dreaming about require more than just...
Pinnacle’s Financial View

Wondering What to Do with Your Required Minimum Distributions? Here are a Few Ideas

Bill Kelso -
Some people think about required minimum distributions (RMDs) as a rite of passage. Before the age of 70 1/2, these withdrawals from qualified tax-deferred retirement accounts are entirely optional – but once you pass that age, they are required...
Pinnacle’s Financial View

What Qualities Make You a Successful Real Estate Investor?

Bill Kelso -
Under the right circumstances and with a strategic approach, real estate investing can yield some impressive benefits, such as tax advantages and an excellent rate of return. There’s generally more predictability than the stock market, and often, the longer...
Pinnacle’s Financial View

Inevitable Risk: Why Every Investor Should Understand Risk Tolerance

Bill Kelso -
There is no such thing as a risk-free investment — some risk is inevitable, whether you’re investing in stocks, bonds, real estate or otherwise. What you can control, though, is how you approach and cope with investment risk. Your...
Pinnacle’s Financial View

Organizing your estate may be easier than you think

Bill Kelso -
Planning for life after you’re gone can be a challenging and uncomfortable activity, but the reality is that it’s necessary for peace of mind that your wishes will be followed, and your loved ones will be protected. When most...
Pinnacle’s Financial View

Financial Planners Bring Knowledge, Expert Advice to Client Partnerships

Bill Kelso -
Do you know the role financial planners play? Chances are, you’ve probably heard of financial planners, but may not be familiar with the vital impact they can make on your personal bottom line. Financial planners are professionals with...

About Me

Bill Kelso, CPA, CFP®, is a financial planner* at Pinnacle Financial Advisors, which assists individuals, families, and businesses with financial planning and wealth management in Sedona and the Verde Valley. He is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. *Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.
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