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.

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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