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Proven Wealth Management Solutions.

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.

A Quick Note On Today's Election

In theory, there are four possible outcomes for today’s elections: a Republican sweep, a Democrat sweep, a Democrat Senate and a Republican House or a Republican Senate and a Democrat House.

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I Love October... Most Years

I love October. The fall season finally arrives in Mississippi, the PGA Tour comes to Jackson and most importantly, baseball fans around the world get to celebrate two weeks of the great Fall Classic (World Series if you are not a baseball fan… and this year was a great one).  Unfortunately, this October has been dominated by financial market chaos.   What is going on?

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Dear Joins Pinnacle Trust

Dave Dear has joined Pinnacle Trust to serve as Vice President and Trust Officer. Dave brings over 30 years of combined experience in the trust administration and investment arena. Dave received his BBA at Mississippi State University and is a graduate of Southern Trust School at Birmingham Southern College.

Director of Fiduciary Services & Trust Counsel, Pat Kingsmill, said “Pinnacle is pleased to have a person of Dave’s caliber join our team.”  

Prior to joining Pinnacle Trust, Dave served as Vice President of Personal Trust at a local national bank. For over 20 years since, Dave has served as a Financial Advisor, managing personal wealth and retirement accounts for high net-worth clients.

Kingsmill also stated that “Dave brings with him impressive investment management and trust administrative experience.  His versatility will continue to be a valuable benefit to our clients.”

Please join us in welcoming Dave to our team.

 

 

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Hippert Joins Pinnacle Trust

Hillary Lee Hippert has joined the Pinnacle Trust team as a Wealth Management Associate. Hillary received her Bachelor of Science degree in Economics with a Minor in International Studies at American University in Washington, D.C. While there, she studied economic development abroad in both Argentina and Ireland. She also held several internships with local D.C. policy development and financial literacy organizations. 

"We are extremely happy to have Hillary," stated Stacey Wall, CEO. "We are excited to have someone with so much experience and knowledge of the financial industry.  She is a true asset to the company.”

Hillary has over 8 years of experience in the financial services industry. Prior to joining Pinnacle Trust, she served as Assistant Vice President of a Treasury Management group for a national financial institution's Corporate and Institutional Banking department. During her time as Assistant Vice President, Hillary focused on treasury management and strategic sales. 

Beth McGaugh , CFO, said "We are thrilled to have Hillary on board. She brings a lot of prior experience and knowledge to Pinnacle and is a great addition to our team."

Hillary loves the outdoors and enjoys paddle boarding and hiking with her boyfriend and Boston Terrier. When she's not outdoors, you can find her rooting for the Georgia Bulldogs.

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Davis Receives Distinguished Award

 

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Thoughts on Financial Markets (and Other Stuff)

Ten-Year Anniversary of Lehman Brothers’ Collapse

September marks the tenth anniversary of the bankruptcy of Lehman Brothers, the largest in U.S. history.  The stock market plunged as the Dow Jones Industrial Average lost one-quarter of its value over the following four weeks.  While our economy is currently on solid ground and our Investment Management Unit is mildly optimistic at this point, remember that a drop in stocks could happen at any time.  Make sure you understand how your portfolio is allocated and your risk tolerance is appropriate.  We all want to make as much money as we can, but we need to do so within a risk structure that we can tolerate.

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The Story on International Equities

I have heard some questions about the recent “trade war” and its effect on international equities.  We still remain bullish on international and emerging market equities in the long term. We still believe that they have a longer runway than US equities.

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A REAL Bull Market?

As calendar year 2016 came to an end, we highlighted that the U.S. equity market was at a crossroads.   After six consecutive quarters of negative corporate earnings growth,  Q3:16 and Q4:16 were not only positive, but Wall Street announced that it expected a shocking 11.6% corporate earnings growth rate during the 2017 calendar year.   Simply put, 2017 was going to validate the (valuation expansion driven) equity bull market or be the catalyst for the inevitable correction.  

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Volatility is Back

The Return of Volatility and the Importance of Having a Plan

Volatility is back.  After a significant upswing during January, stocks have given back this year’s gains, plus a little.  Each decline since February 5 has come with less selling pressure; generally a bullish sign. But the upside follow through has been absent.

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2018 Financial Forecast: What's Next for the Financial Markets?

 



Pinnacle Trust recently held our 2018 Financial Forecast, “What’s Next for the Financial Markets”.  We welcomed special guest speaker David M. Lebovitz, Global Market Strategist from J.P. Morgan Asset Management.  The presentation also featured members of Pinnacle Trust’s Investment Management Unit.
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