News by The Naples Trust Company in Florida

News

Webb Joins Tampa Bay Trust

Posted on August 5, 2022

Michael R. Dreyer, President, The Tampa Bay Trust Company is pleased to announce new investment team member, Logan S. Webb, CFA, CFP® as Senior Vice President, Senior Portfolio Manager. Webb has more than 15 years of experience as a portfolio manager and investment analyst. He works with clients to tailor their investment strategies to their financial goals and estate planning needs.

Asset Management Committee Meeting August 4, 2022

Posted on August 4, 2022

The replay link for the Thursday, August 4, 2022 discussion is available.

Please CLICK HERE to view the replay.

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

Quail Promoted at Tampa Bay Trust

Posted on August 4, 2022

The Tampa Bay Trust Company has announced the promotion of Amy B. Quail, Senior Vice President to Manager of Client Services and Trust Operations of the Tampa Bay team. Quail oversees the Tampa Bay, Belleair and Tarpon Springs markets, assisting clients with private wealth trust services, account openings, cash transfers and more. Michael R. Dreyer,

Current Outlook & Portfolio Strategy

Posted on August 3, 2022

To say that investors experienced a roller-coaster ride in the markets during the second quarter was an understatement. We witnessed the S&P 500 close 20% down from the benchmark’s January highs to officially enter bear market territory in June. Meanwhile, yields on 10-Year U.S. Treasury bonds more than doubled from the beginning of the year, recently reaching 3.36%. To what can investors attribute this volatility? The biggest culprits are concerns and uncertainty over inflation, both in the U.S. and globally.

Meinen Joins Sanibel Captiva Trust Company

Posted on August 3, 2022

The Sanibel Captiva Trust Company is pleased to announce the appointment of Karen Meinen, CFP®, CTFA, Vice President, Client Services & Trust Operations at the company’s Palm Ridge Road office on Sanibel.

A Strategy for Income-Generating Securities

Posted on July 26, 2022

Ever since the Federal Reserve and governments around the globe simultaneously went to full-blown accommodation mode, all market corrections have been swiftly followed by a sharp “V-shaped” recovery sending stocks to new all-time highs. “Buy any and all dips” became the mantra of retail and institutional investors alike, and equities – like clockwork – responded.

Traveling This Summer? Protect Yourself

Posted on July 19, 2022

Generally, travel insurance covers trip cancellation and pre-paid reservations like airfare, lodging, cruise fares and other advanced bookings; it also covers inconveniences during your travel such as lost luggage, missed connections, and trip delays; and finally, it can cover most medical expenses while traveling.

Marquardt Joins Sanibel Captiva Trust Team

Posted on May 26, 2022

The Sanibel Captiva Trust Company is pleased to announce the newest member of the Wealth Services team, Megan M. Marquardt, CFP®, CTFA, Senior Vice President, Wealth Services Advisor. Marquardt brings more than 20 years of experience serving trust and investment clients. Her responsibilities encompass understanding her clients’ financial and estate planning needs and determining how best to apply the company’s resources to reach their goals.

What is EQ? And how does it help the sale of your business?

Posted on April 20, 2022

Emotional intelligence (EQ) is defined as the ability to connect one’s own feelings, and the feelings of others, to shape how people engage and react to one another. This is especially important when it comes to success in business. Emotional intelligence is often more important than natural intelligence (IQ) in determining success. “The most effective leaders are alike in one crucial way: They all have a high degree of what has come to be known as EQ. It’s not that IQ and technical skills are irrelevant. They do matter, but…they are only entry-level requirements for executive positions” (Coleman, Harvard Business Review).

Current Outlook & Portfolio Strategy

Posted on March 29, 2022

Much has transpired across the world during the first few months of the new year. Just as global economies were moving towards normalcy as the Omicron variant began to fade, geopolitics took center stage. Russia invaded Ukraine on Feb. 24, creating a humanitarian crisis on a scale not seen in Europe since World War II.