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.

Still Growing!

Andrew (Andy) Middleton Joins Pinnacle Trust

Pinnacle Trust recently welcomed Andrew (Andy) Middleton as a Financial Advisor.  Andy graduated from Our Lady of Holy Cross College in New Orleans, LA, where he received his Bachelor of Arts. He received his Masters of Science in Management from Belhaven University where he was awarded to the Sigma Beta Delta business honor society. Andy also has post-graduate education in Financial Planning from Northwestern University.

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What's Your Investment Benchmark?

The S&P 500 finished 2013 wtih its best year since 1997.  Media outlets have jumped back on the stock bandwagon and stock mutual funds have begun to see significant inflows, while bond funds have suffered outflows for the first time in years.  But should investors begin to flock back into stocks like they did in the 1990s, when the S&P 500 returned over +18% a year for the decade before overheating and setting off a secular bear market?

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