Knowledge Center

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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.

Concerned About Stocks? Think Outside the Box

Between 1982 and 2000, the Dow Jones Industrial Average increased from roughly 777 to 11,722, or a 1,500% gain.   Investing was easy; buy stocks and watch them go up.  Investors weren’t worried about risk and asset allocation - just which stock or fund was hot at the moment.  Fast forward through 2000-2003 when the tech bubble busted and 2007-2009 when the U.S. credit bubble imploded.  Today’s investors have now seen two of the worst bear markets in the history of our country.  While no one knows what the future holds, it is certain that the past decade has changed the way that investors think about risk, return and asset allocation.

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Wall Speaks at CEO Forum

Stacey Wall was recently a featured speaker at ZIP39's CEO Forum sponsored by the Madison County Chamber of Commerce.

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Pinnacle Trust Welcomes Dacia Malone

Dacia Malone has joined Pinnacle Trust as an Advisor Assistant.  Dacia graduated from the University of Southern Mississippi with a Bachelor of Science in Elementary Education.  She received her Master of Education in Elementary Education from Delta State University.  While attending USM, Dacia mentored students at the DuBard School for Language Disorders.  Additionally, she participated in an organization that helped tutor underprivileged children in an after school program.

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Congress Reaches Compromise on Debt Ceiling: What's Next For Stocks?

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Are You Comfortable with Your Plan for Retirement?

Are you saving enough? Most Americans are not saving near enough for a comfortable retirement. A number of large investment managers suggested that investors simply use rules of thumb (i.e. - 8x income) to determine what they will need to save for a comfortable retirement. It is important to note that simple rules of thumb do not work for many people. When planning for retirement, income uncertainty can be substantial, so a one-size-fits-all solution is unlikely to work.

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Does Wall Street Care About Washington?

The United States government began a partial shutdown this morning after last minute attempts by lawmakers failed to agree on a budget and President Obama's controversial health-care law.  The shutdown is the first since 1996.  Althouugh thousands of government workers will be furloughed, essential services such as the issuing of Social Security checks and the U.S. mail will continue.  We've had questions arise as to how this may affect the financial markets.

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