News

August Investment Call

Posted on August 26, 2019

Listen to the replay of the Quarterly Investment Call with CIO, Ian Breusch and Director of Research, Tim Vick. There was a lot to cover in 30 minutes including early effects on the markets due to the upcoming 2020 Presidential Campaign; the health of corporate America; interest rates and more.

Who Will Advocate For Your Estate?

Posted on August 5, 2019

In 1909, Samuel Langhorne Clemens (better known as Mark Twain) penned one last request as his health failed: “I came in with Halley’s Comet in 1835. It is coming again next year, and I expect to go out with it… The Almighty has said, ‘no doubt: Now here are these two unaccountable freaks, they came

Saving Taxes While Helping Others

Posted on June 18, 2019

Financially successful individuals often look for ways to fund charitable interests in a tax efficient manner. Charitable trusts can be an effective tool in meeting this objective. Several variations of a charitable trust exist, and each serves a specific purpose. When a Charitable Remainder Trust (CRT) is established, a gift of cash or property is

Penn and Leon Join Tampa Bay Trust Company

Posted on May 30, 2019

The Tampa Bay Trust Company has announced that Christine Penn, Assistant Vice President and Jennifer S. Leon, Assistant Vice President have recently joined the firm, rounding out the Tampa Bay team. Penn serves on the client services and trust operations team. She is responsible for the daily management and execution of numerous tasks surrounding a

Knize Joins Naples Trust Co As Estate Settlement Specialist

Posted on May 30, 2019

The Naples Trust Company is pleased to announce the addition of Peter Knize, J.D., Senior Vice President to the Trust Administration team specializing in Estate Settlement. He will work with Trust Company clients from Marco Island to Tampa Bay in their estate settlement planning and be responsible for managing the assets, debts and estate taxes

Sanibel Captiva Trust Thanks Clients and Friends

Posted on May 29, 2019

Celebrating the company’s 18th year serving Sanibel-Captiva and Lee County residents, The Sanibel Captiva Trust Company welcomed more than 220 guests to this year’s Spring Celebration, thanking them for their confidence and friendship. The festive tent on Casa Ybel’s gulf side lawn was brimming with clients, friends, community and philanthropic leaders eager to fit in

Naples Trust Hosts Appreciation Event

Posted on May 29, 2019

The Naples Trust Company hosted an appreciation event to thank their clients and colleagues this week at Wyndemere Country Club’s “The Tie Breaker” beside the tennis center. Company president, West McCann said, “The Naples Trust Company is celebrating its 10th Anniversary this year and owes a debt of gratitude to all of our clients and

Tampa Bay Trust Prepares for Tarpon Springs

Posted on May 29, 2019

The Tampa Bay Trust Company and Banther Consulting recently hosted a reception to introduce The Trust Company to Tarpon Springs and the surrounding communities. The new Trust Company office is set to open within the Banther Consulting Building in downtown Tarpon Springs in early July. Some 80 guests comprised of residents, business owners and community

May Investment Call

Posted on May 24, 2019

Listen to CIO, Ian Breusch and Director of Research, Tim Vick on the May Quarterly Investment Call covering topics on Economic Strengths and Weaknesses, Earnings Season, What’s Up with Interest Rates, and trending Geopolitics & Tariffs.

Why We Buy and Hold Good Companies

Posted on April 18, 2019

Timothy P. Vick – Director of Research The investing world is forcefully and rapidly reinventing itself. Computer algorithms and artificial intelligence offer efficiencies never before available to wealth managers, yet enable rapid-fire, ruinous trading habits and threaten to remove all critical human judgments from decision-making. Likewise, the craze toward index investing and packaging together low-cost