November 2019 Investment Call Posted on November 29, 2019
Enjoy the replay of the November investment call with CIO Ian Breusch and Director of Research Timothy Vick. They look back on what worked and what didn’t in the investment world of 2019 and expectations for 2020. They also touch on politics and volatility, as well as fiscal and monetary policy.
https://www.sancaptrustco.com/wp-content/uploads/2019/11/Nov-2019-Investment-Call.mp3 August Investment Call Posted on August 26, 2019
Listen to the replay of the Quarterly Investment Call with CIO, Ian Breusch and Director of Research, Tim Vick. There was a lot to cover in 30 minutes including early effects on the markets due to the upcoming 2020 Presidential Campaign; the health of corporate America; interest rates and more.
https://www.sancaptrustco.com/wp-content/uploads/2019/08/7669947.mp3 Posted on August 5, 2019
In 1909, Samuel Langhorne Clemens (better known as Mark Twain) penned one last request as his health failed: “I came in with Halley’s Comet in 1835. It is coming again next year, and I expect to go out with it… The Almighty has said, ‘no doubt: Now here are these two unaccountable freaks, they came
Posted on June 18, 2019
Financially successful individuals often look for ways to fund charitable interests in a tax efficient manner. Charitable trusts can be an effective tool in meeting this objective. Several variations of a charitable trust exist, and each serves a specific purpose. When a Charitable Remainder Trust (CRT) is established, a gift of cash or property is
Posted on April 18, 2019
Timothy P. Vick – Director of Research The investing world is forcefully and rapidly reinventing itself. Computer algorithms and artificial intelligence offer efficiencies never before available to wealth managers, yet enable rapid-fire, ruinous trading habits and threaten to remove all critical human judgments from decision-making. Likewise, the craze toward index investing and packaging together low-cost
Posted on March 6, 2019
Provided by The Trust’s Company’s Family Office Services We’ve all met entrepreneurs who have built a successful business and then sold it or left it to their children, so their families can reap the rewards of a lifetime of hard work. No doubt, these business owners envision leaving a legacy to their heirs that will
Posted on January 29, 2019
The Sanibel Captiva Trust Company recently hosted their Annual Economic Outlook program to more than 130 guests at The Sanctuary Golf Club. Senior Portfolio Manager Gary Dyer, CFA joined Chief Investment Officer, Ian Breusch, CFA in dissecting last year’s investment and economic activity, and addressed how to approach investing in 2019. Following the Economic Outlook
Posted on December 20, 2018
Wealth Management encompasses so much more than just implementing an investment strategy. In recent years, evolving technology has enabled us and our clients to consider a bounty of options in developing a focused investment plan and meeting spending goals that coincide with your lifestyle. Responsible wealth managers guide fruitful discussions that include taxes, wealth transfer,
December Investment Call Replay Posted on December 13, 2018
Ian Breusch, CIO and Tim Vick, Director of Research address year-end developments around the world and their effects on US companies and emerging markets.