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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Your Pinnacle Trust team

Thursday, April 23, 2020

Good afternoon, We hope this finds you well. We wanted to let you know there is a new update in our "Updates" section. Cris Dockery, vice president of Pinnacle Trust's corporate retirement plan division, joins Martin to talk about what...

Friday, April 17, 2020

I hope this message finds you well. It's been hard to get excited about much during this shutdown, but this week brought some positive news. We are certain that this virus changed the way we work, do business and interact with the...

Tuesday, April 14, 2020

I hope this finds you all well and safe. Our commitment to you is to provide important updates. Everything seems to moving at the speed of light still...news, markets, government intervention. One of the newest programs released in...

Monday, March 30, 2020

The passage of the CARES Act provided sweeping measures to help individuals and businesses during this time of uncertainty. Here are some of the key takeaways: You will only receive a check under the following circumstances: $1,200 per...

Sunday, March 29, 2020

Two weeks ago Dr. Alan Jones, Chair of Emergency Medicine at the University of Mississippi Medical Center, joined us on our podcast to give us some guidance on what we could do as a community to get through this pandemic as quickly and...

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Friday, March 27, 2020

Good afternoon, We hope this finds you well. We wanted to let you know there is a new update in our "Updates" section. Pinnacle's Chief Investment Officer, Reid Davis, and senior investment officer, Martin Palomo, discuss the...

Tuesday, March 24, 2020

Equities From a Fundamental perspective, the U.S. stock market is currently trading around a 13.5 Forward Price/Earnings multiple. This is down from an 18.5 Forward P/E just a few weeks ago (the 25-year average is roughly 16.3). From...

Wednesday, March 18, 2020

As the COVID-19 pandemic continues, we wanted to make you aware of the efforts Pinnacle Trust is taking to sustain the high-quality service, stability and flexibility you have come to expect from us, while striving to protect...

Monday, March 16, 2020

There is no doubt that we are experiencing unprecedented times in our nation. Our country is consumed by the “virus”. Some people are panicking and hoarding groceries and supplies. Some people are laissez-faire and treating...

Friday, March 13, 2020

My financial services career began in 1982. Now here I sit, thirty-eight years, an additional twenty pounds, and a lot of gray hair later. During those times, the financial markets have experienced the 1987 crash, the bursting of the...

Thursday, March 12, 2020

We know there is rising anxiety and fear in our nation, and wanted to share our team's thoughts about opportunities: It is still virtually impossible to access what the actual economic impact will be in the United States and abroad....

Friday, March 6, 2020

This week was a busy week with news that impacted financial markets and your portfolios. Pinnacle Trust's Chief Investment Officer, Reid Davis, and Senior Investment Officer, Martin Palomo, sat down to discuss what it means for you....

Monday, March 2, 2020

As a corporate retirement plan specialist, I find great satisfaction in helping over 4,000 401(k) participants in planning for retirement. During times when the stock market is roaring and times when the stock market is in a correction...

Friday, February 28, 2020

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...

Thursday, December 26, 2019

President Trump recently signed the SECURE ACT as part of the most recent government spending bill, with the effort of strengthening retirement security nationwide. How does this affect you? Required Minimum Distributions Starting...

Friday, December 6, 2019

This article is simply meant to point out the unique position financial markets have entered: Record low-unemployment Record low interest rates Record high equity markets Record hostility in D.C. between Democrats and Republicans and more

Wednesday, November 6, 2019

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. From the perspective of financial...

Saturday, October 26, 2019

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...

Thursday, May 16, 2019

For most Americans, understanding how much we will need to save for a comfortable retirement is an important priority – certainly by the time we reach our 50s. Helping our clients to have a grasp of this is an important value-add...

Monday, May 6, 2019

Have you ever panicked and sold during a stock market decline? How about got too greedy and invested too much near the top of a bull market? A recent study by DALBAR, a financial research firm, has shown how the general temptation for...

Thursday, March 21, 2019

Last October, we published an article highlighting that we are officially in the late stages of the economic cycle. We emphasized that while we expected volatility to continue, we believe the volatility is normal given that late stage...

Friday, March 15, 2019

We’ve said for many years that the stock market, like most things in life, runs in cycles. There are times (such as 2009) when stocks get cheap and our indicators tell us it’s time to be more aggressive. Other times, we...

Thursday, February 7, 2019

2019 Financial Forecast: What’s Next for the Financial Markets? Pinnacle Trust recently held our 2019 Financial Forecast, “What’s Next for the Financial Markets”. We welcomed special guest speaker John Tousley,...

Monday, October 29, 2018

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...

Monday, October 15, 2018

Hillary Lee HiHillaryppert 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...

Friday, October 5, 2018

Reid Davis, Chief Investment Officer at Pinnacle, was recently selected by the Mississippi Business Journal as one of this year's Mississippi Leaders in Finance. Reid will be honored during a special luncheon and awards ceremony to be...

Thursday, September 20, 2018

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...