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Are you beginning your journey towards wealth management? Are you interested in learning more about best practice wealth management techniques? Do you want to protect your assets and provide a legacy for your loved ones? We invite you to enter the Pinnacle Trust Knowledge Center to read blogs, watch financial advisory videos, and gain further insights into our proven wealth management solutions.

Fixed Income Outlook

There are several factors that can affect the direction of bonds for the remainder of the year. Equities have been on a positive run and are quite overdue for a correction. If and when this occurs, this would increase flows into bonds as investors would move to safety.

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Financial Security and Retirement

Financial Security.  It's way up the list for most of us in terms of priorities.  For me, right after my faith, health, family and friends.  And the older we get, the more we focus on it.  Age fifty seems to be the magic number for most of us, IMO (in my opinion).  At forty-nine, we're thinking about the next new vehicle we're buying or our next vacation.  At fifty, it's suddenly, "What am I doing about retirement?  How can I be assured of financial security?"

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A Step in the Right Direction

 

For Q1 2017, the estimated earnings growth rate for the S&P 500 is 9.1%.  If 9.1% is the actual growth rate for the quarter, it will mark the highest (year-over-year) earnings growth for the index since Q4 2013 (8.9%). 

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Global Debt and Its Effects on GDP

 

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Trump Bump Takes Stocks to New Highs

 The S&P has returned more than 10 percent since the election of President Trump on November 8, adding some momentum to a bull market that is already eight years old.  There's no doubt that investors are feeling optimistic, but many investment professionals are talking about lower long-term expectations. That's not a judgment of President Trump's economic policies.  Rather than that, it's about equity valuations and fundamentals.  So, where do we go from here?

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The Pitfalls of Human Emotions and Investing Part 2

 If you missed part one last week, please go back and read about how human emotions create a massive problem in investors’ accounts. We discussed how emotions and behavioral mistakes lead to poor investment decisions. Some of those mistakes include panic selling, not making a decision because of regret of a previous failure, lack of diversification, and/or being overly optimistic about future returns. This week we are going to focus on the solution.

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The Pitfalls of Human Emotions and Investing Part I

 

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Ancient Wills

Writing a will is one of the oldest rights known to modern man. The privilege of property ownership carried with it the responsibility of securing the stewardship of that property after the death of the owner. Sadly, less than 50% of Americans exercise this fundamental right secured by the blood of our ancestors.

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2017- Expect More of the Unexpected

 Going into 2016, I published a blog titled “Expect the Unexpected in 2016.” Talk about dumb luck in titling that one! Who could have predicted that we would have seen the worst 10 day start to a year on record, the Brexit and Donald Trump being elected as POTUS.  If I had the DeLorean from Back to the Future, traveled back in time to the end of 2015 and told you all of this was going to happen, I am sure you would have sold all of your stocks and run for the hills. But instead we had the Trump bump and 2016 turned out to be a good year for stocks.

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Buyback the Economy

 

One key factor to the 2017 outlook for equity returns that we rarely discuss is corporate buybacks.   Although the large majority of individual investors do not follow corporate buybacks on a regular basis, they are a great way to take the pulse of the U.S. economy.

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