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The Adult Child's Guide to Being a Financial Caregiver


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Further Evidence of a Market Peak

Stacey Wall

In December of last year, we warned investors about chasing the market's five-year rally, and stocks have been largely flat since.  Now recent evidence regarding the number of stocks reaching new highs confirms our belief that we may be headed towards a market peak.

Pinnacle Trust Reports Record Year

investments Mississippi

Aided by new client growth, Pinnacle Trust experienced another record year in 2013 as total assets under management topped $433 million by year-end, a 28% increase over the prior year.  For the year 2013, total revenues increased by 23% over year-end 2012.

Nelson Promoted to President

Jeremy Nelson

At its most recent meeting, the Board of Directors of Pinnacle Trust approved the promotion of Jeremy Nelson to President of the company.

Thought’s On the Equity Market Correction

bear graph resized 600

The S&P 500 has dropped 5.8% since the beginning of the­­ year.  The January Barometer is an indicator that states that as January goes, so goes the year.  The merit of the January Barometer can be debated, as the results are mixed.  When January is negative, February through December has been down roughly 60% of the time.  But sometimes the indicator can be horribly wrong.  For instance, in 2009 January was down -8.6% and then the market soared 35.0% from February through December. 

Still Growing!

Andy Middleton

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.

What's Your Investment Benchmark?

stock market benchmark investing

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?

Be Careful Chasing Stocks

Stacey Wall

As of late, stocks have been on a tear.  The current  bull market is nearly five years old and the S&P 500 has climbed roughly +170% since its low in March 2009.  November's gain of +2.8% marked the ninth monthly gain this year - the highest number of monthly gains since 2006.  The +26.6% gain for the year  marks the best first eleven months since 1997.

Wall Named "Leader in Finance"

Stacey Wall

Stacey Wall, President & CEO, was recently recognized by the Mississippi Business Journal as one of the 2013 Leaders in Finance in the state of Mississippi.   Stacey, along with Beth McGaugh, CFO, and Jana Parrish, EVP, Compliance, founded Pinnacle Trust in 1997.  

Fiscal Fitness: Guiding Our Children (and Our Country) to Financial Literacy

savings children

One of the greatest gifts we give our children is preparing them for what is ahead in the adult world. There are several ways we can accomplish this without creating the burden of adult problems on the innocence and purity of children. One of the more difficult subjects to discuss without burdening our children is the subject of money and what to do with it.

Greg Vaughn, a CPA at Barlow Walker in Brandon, MS, said something very important about saving money no matter your age. He told me, “If you can measure it, you can manage it.” We must help our children learn to “compartmentalize” and manage money. The immediate consequence of not teaching our children to manage their money is a habit that forms where our children regard their allowance as money they can spend on things like video games, toys, junk food, etc. It is not a realistic view on money. The delayed consequence of not teaching our children to manage their money is rather severe. As adults, if they treat their paychecks the way they treated their allowances they will be in real trouble.

Need A Speaker For Your Next Event?

Stacey Wall

Quantitative easing, affordable healthcare, government spending, gridlock in Washington, volatile markets - the list goes on and on with today's headlines.

If you need a speaker for your next event, check out these current topics from Pinnacle Trust:

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