April 2018

Trust Company Investment Call Replay

Posted on April 12, 2018

The Trust Company’s Director of Research, Tim Vick and Chief Investment Officer, Ian Breusch, CFP answered questions of our guests during the 30 minute Quarterly Investment Call covering –

Recent stock and bond market volatility
The global economic environment
Valuation levels and corporate earnings
Prospects for investors in 2018

Having “The Talk” with your Heirs

Posted on April 11, 2018

Are your children grown? Do they have children or even grandchildren of their own? No matter how much knowledge and experience they have accumulated, inheriting your wealth may be a dramatically different and complex responsibility for them. How do you plan to pass on your assets? Consider these options – • How can an Irrevocable

Col. Troth Speaks to Naples Trust Guests

Posted on April 6, 2018

Col. Rusty Troth (Ret.) was a featured speaker during The Naples Trust Company 2018 Speaker Series with a program entitled, “Making Sense of the Middle East.” Col. Troth is a long-time student of Middle Eastern cultures with a robust knowledge of the Shia and Sunni communities, which was the primary content of this particular lecture