News

Asset Management Committee Meeting November 4, 2021

Posted on November 4, 2021

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

Please Click Here to view the replay.

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Forward Sales and Earnings Remain Strong

Posted on October 25, 2021

The third quarter of 2021 was another profitable quarter for U.S. equity markets overall. Interestingly, markets largely ignored a nationwide resurgence in COVID-19 cases, which was felt rather acutely here in Florida as hospital systems were once again put under tremendous strains. However, the overall sense of disregard does make some sense. With a large swath of the population now vaccinated, consumers (and by extension investors) seemed willing to resume life as normal and avoid the sorts of lockdowns we experienced last year. The lockdowns were deemed medically necessary, but they nevertheless zapped economic growth and consumer confidence. While the Delta variant of COVID-19 undoubtedly tested our collective resolve, it is heartening to see infections beginning to subside in areas hardest hit just a few months ago and providing some hope for other geographies that have yet to be affected.

Florida Creates “Community Property” Opportunity

Posted on September 27, 2021

The new Florida Community Property Trust Act, which was signed by Governor Ron DeSantis and went into effect July 1, is already creating buzz in the legal profession as a potential boon to property owning residents. It allows couples domiciled in Florida to elect to treat property as “community property” by transferring it to a Community Property Trust (CPT). These trusts may be attractive to married couples who own highly appreciated assets and want to take the tax advantage of the full step-up in cost basis.

Cryptocurrency – An Emerging Industry

Posted on July 28, 2021

It seems nearly every year a specific topic garners significant investor attention. This year, cryptocurrencies have dominated news headlines given the sizeable price movements across this emerging new asset class. While price volatility tends to drive interest in and of itself, much of this news flow is warranted given how the broader cryptocurrency industry is indeed developing and expanding every day.

Investment Optimism Still on the Rise

Posted on June 30, 2021

The second quarter of 2021 essentially continued the modest progress we experienced through the first quarter of the year across global equity markets. While much of the market exuberance has dissipated, investors remain willing to invest as markets grind to higher levels. To be clear, there is still good reason to be optimistic. Global economies

Cryptocurrency: What’s the Buzz?

Posted on June 28, 2021

Bitcoin, Ethereum, and blockchain technology are all terms most of us have heard about over the past few years. Learn about the history of this emerging asset class as well as recent industry developments. How does it actually work? How safe is it as an investment opportunity, how are we recommending our clients navigate this new arena?

Downsizing—Why, When & How

Posted on June 14, 2021

People decide to downsize for a variety of reasons. Perhaps you are a new empty nester or just trying to simplify your life; you are establishing your primary residence in Florida or moving to a retirement community with a full range of activities and levels of care. Whatever the reason, the process of downsizing is

Trust Company Announces Two Board Retirements

Posted on June 2, 2021

S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company announced the retirement of two board members, Cheryl Giattini of Sanibel, and Dolph von Arx of Naples, having served the maximum terms allowable by Board bylaws. They served simultaneously on both The Sanibel Captiva Trust Company board and its holding company, SanCap Group, Inc.

Naples Trust Hosts Marcus Jansen Event

Posted on May 26, 2021

The Naples Trust company hosted their first in-person event in more than 14 months at The Baker Museum at ARTIS-Naples during a private “meet the artist” group tour and reception featuring the works of artist Marcus Jansen, 52 during his exhibit, Two Decades of Relevance. The intimate group enjoyed having the museum to themselves while visiting with Jansen who discussed his pieces and journey as an artist. The reception portion of the evening was held on the Baird Sunset Terrace, giving many visitors their first taste of the new renovations on the ARTIS-Naples campus.

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?