News

Asset Management Committee Meeting August 6, 2020

Posted on August 6, 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, August 6, 2020 discussion is available here.

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

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)