News

Asset Management Committee Meeting October 15, 2020

Posted on October 15, 2020

For the coming weeks, we have opened up our Thursday morning Asset Management Committee discussion for anyone who is interested in listening to our investment strategy and commentary on domestic and global economic trends. The replay for the Thursday, October 15, 2020 discussion is available here.

Not FDIC Insured | Investments involve risk and are not guaranteed. Full Disclaimers and Disclosures

Trust Company Discusses Investing Around Elections

Posted on September 23, 2020

The Sanibel Captiva Trust Company and its divisions – The Naples Trust Company and The Tampa Bay Trust Company recently held a virtual presentation entitled, “Elections Years and Your Wealth Strategy,” in which more than 150 clients and guests participated. Presenters included Ian Breusch, CFA, Chief Investment Officer, Timothy Vick, Director of Research and Hood

Trust Company’s Igo Participates in Finance Summit

Posted on August 25, 2020

In this time of uncertainty, it has never been more important to showcase the strength and overall resilience of the local community and economy. Integrated media platform Capital Analytics provided an opportunity to shed light on the challenges and opportunities in the Tampa Bay region as it launched its analysis Invest: Tampa Bay 2020 with

REGISTER TODAY: Preparing for When You’re Alone Webinar

Posted on August 19, 2020

Don’t miss this helpful and timely program for couples and widows/widowers alike. This practical financial and legal planning discussion is key to alleviating some of the stress involved in managing life once you’ve lost a spouse or life partner. Join us for the webinar on Thursday, August 27 / 11:00 AM – Noon. This program

Retirement Accounts & COVID-19

Posted on July 28, 2020

Since Congress created the Individual Retirement Account (IRA) in the 1974 Employee Retirement income Security Act (ERISA), it has constantly tinkered with the law’s provisions to adapt to both economic and wage/salary conditions over the past 46 years. The first IRAs, for example, only allowed $1,500 yearly contributions, and workers could buy mostly bonds or

McDougall Joins Tampa Bay Trust

Posted on July 17, 2020

Michael R. Dreyer, President of The Tampa Bay Trust Company announced today the addition of Briana L. McDougall, CFA to the portfolio management team as Senior Vice President, Senior Portfolio Manager.

Growth vs. Value During COVID-19

Posted on May 26, 2020

The fallout of the COVID-19 global pandemic on stock markets this year has been dramatic. The U.S. equity market (S&P 500) fell by more than 33% over the course of 23 trading days beginning in late February before ultimately rebounding to much higher levels. It has been interesting to observe how different segments of the broader stock market have performed in light of recent volatility. One of those being the substantial outperformance of growth stocks relative to value stocks – the continuation of a multi-year trend.

Value of Ancillary Documents

Posted on May 1, 2020

What do these documents all have in common?

– Advanced Medical Directives
– Health Care Power of Attorney
– Living Will
– Durable Power of Attorney
– Declaration of Preneed Guardian
– Health Insurance Portability and Accountability Act of 1996 (HIPPA)

Hackett Promoted to CFO at Sanibel Captiva Trust

Posted on April 14, 2020

S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company and holding company SanCap Group, Inc., is pleased to announce the promotion of Nancy Hackett to Chief Financial Officer. Hackett has more than 25 years of experience in accounting and oversees all aspects of The Trust Company’s operating budget and applications, managing

Weigel Promoted at Sanibel Captiva Trust Co.

Posted on April 14, 2020

S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company is pleased to announce the promotion of Beth Weigel to Chief Operations Officer. Weigel leads the client services team corporate-wide and supports the trust administration operation for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The