News

Bridging the Financial Generation Gap

Posted on February 11, 2021

Most families have a member like the “fun aunt” who for years has hosted the extended family holiday get-togethers renowned for their conversations and board games. Over the last generation, the great nieces and nephews have begun arriving with their smart phones and use them in exclusion to face to face socializing – the whole point of the gathering.

Asset Management Committee Meeting February 4, 2021

Posted on February 5, 2021

The replay link for the Thursday, February 4, 2021 discussion is available here.

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

Sanibel Captiva Trust Walks for NAMI

Posted on February 4, 2021

Team members of The Sanibel Captiva Trust Company and its division, The Naples Trust Company participated in the regional walk to raise awareness of mental illness for NAMI, the National Alliance on Mental Illness at Baker Park in Naples last week.

Should You Invest in Vaccines?

Posted on January 28, 2021

This past year has seen the rapid development and testing of many COVID-19 vaccine candidates. But are vaccines solid investments? Is it worth purchasing the stocks of companies whose vaccines are in development? On the face of it, one can’t ignore the rollout of a product that will be demanded by eight billion people. But there’s always more to the story. We caution investors against thinking that the rollout of a safe and effective vaccine for COVID-19 automatically leads to an outperforming stock. Several factors need to be considered.

Trust Company’s Economic Outlook For 2021

Posted on January 28, 2021

The Sanibel Captiva Trust Company and its divisions, The Naples Trust Company and The Tampa Bay Trust Company all conducted their annual Economic Outlook virtual programs in their markets from Tampa Bay to Marco Island highlighting the major points of the economy across domestic and global markets. More than 200 households participated in the webinars.

Rogers Joins Sanibel Captiva Trust Company

Posted on January 21, 2021

Al Hanser, Founder, Chairman and President of The Sanibel Captiva Trust Company is pleased to announce the addition of Carolyn C. Rogers, CFRE, to the wealth services team as Senior Vice President.

Current Outlook & Portfolio Strategy

Posted on December 22, 2020

This past year will undoubtedly be remembered for the global COVID-19 pandemic and its impact on the global economy and capital markets. As we close out 2020 and look forward to a new year, we remain mired in the pandemic, but with a renewed sense of hope and optimism, as the first vaccines are being distributed here in the United States. Frankly, the vaccine developments over the past few months have been crucial for investors and consumer confidence at large. We have viewed a vaccine as the ultimate solution to the pandemic, and it looks as though several will emerge as viable options – an amazing scientific achievement to say the least!

Carlton Ward Jr. and the Florida Wildlife Corridor

Posted on November 18, 2020

Nature and wildlife photographer and National Geographic Explorer, Carlton Ward, Jr. spoke on “Path of the Panther” during a special live virtual presentation hosted by The Tampa Bay Trust Company for clients and guests as well as those of its sister division, The Naples Trust Company and its parent company, the Sanibel Captiva Trust Company.

The Growth Tide Rolls On – For How Long?

Posted on November 16, 2020

Historical returns in the market have validated that value stocks outperform growth stocks over long periods of time. Yet, there have been many periods over which leadership has rotated, persisted for a while, and challenged the patience of investors with exposure to value stocks. In the past 14 years, for example, growth stocks have outperformed value stocks by 6.3% annually. This is the longest and perhaps largest divergence between the two equity styles seen in at least 40 years.

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