News

Asset Management Committee Meeting April 1, 2021

Posted on May 7, 2021

The replay link for the Thursday, May 6, 2021 discussion is available.

Please CLICK HERE to view the replay.

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

Incapacity – Why to Plan For It NOW

Posted on April 22, 2021

Did you know that 15% of Americans over age 70 suffer from dementia (and nearly 40% by age 90)? Or that 540,000 Floridians were living with an Alzheimer’s Disease diagnosis in 2018 (a figure expected to increase to 720,000 by 2025)? Or that six of the top 10 causes of death in Florida (cancer, heart disease, unintentional injury, stroke, Alzheimer’s, pneumonia) involve some form of incapacity?

Sweeten Your IRA for Your Heirs

Posted on April 22, 2021

If you are looking for ways to benefit your heir(s) with your IRA while supporting your favorite charity, you may be able to “have your candy and eat it too.” Perhaps you remember the iconic 1972 commercial featuring a gentleman eating a chocolate bar who falls down a flight of stairs landing on a little

Green Energy Gets its Day in the Sun

Posted on March 26, 2021

When I first entered this industry, environmental investing began grabbing headlines; but in retrospect, the movement was acutely over-promoted and underdelivered. Companies that operated landfills, processed recyclables, or incinerated waste were deemed environmentally friendly by the standards of the time (not so today). Later, solar power and ethanol companies attracted capital, but those industries’ tough economics and ongoing losses deterred all but the most loyal and idealistic investors. Nuclear power went through the same cycles, as did wind power, desalination, and hydroelectric. Past financial results of this high-growth industry, unfortunately, did not keep up with bread-and-butter stock indices, and sometimes couldn’t keep pace with their common nemesis, the oil industry.

Stock Markets Rise, Yet Opportunities Remain

Posted on March 25, 2021

Despite the unprecedented volatility we experienced in 2020, the financial markets proved once again to be surprisingly resilient. With the broader equity indexes experiencing double-digit gains, investors may be asking if now is the time to invest new funds in stocks, considering the recent excellent returns. We think it is important to dig a little deeper into the individual investment categories to find where the relative values are.

Asset Management Committee Meeting March 4, 2021

Posted on March 5, 2021

The replay link for the Thursday, March 4, 2021 discussion is available Click Here

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

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.

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.