News

2022 Naples Speaker Series

Posted on January 3, 2022

Join us for this year’s Naples Trust Company Speaker Series, designed to enlighten and advise men and women on topics from economics and investing to estate planning and lifestyle issues.

2022 Sanibel Speaker Series

Posted on January 3, 2022

Join us for this year’s Trust Company Speaker Series, designed to enlighten and advise men and women on topics from economics and investing to estate planning and lifestyle issues.

Inflation a Trending Topic in 2022

Posted on December 21, 2021

The past year once again proved quite successful for broadly diversified equity investors. Substantial ongoing liquidity provided by monetary and fiscal accommodation has undoubtedly helped spur economic growth, and by extension, stock market returns.

Ways to Protect Yourself from Cybercrime

Posted on December 10, 2021

Recently we visited with Network Security Engineer, Evan Lutz of Blueshift Technologies to discuss some of the most frequent and trending issues among cyber hackers and how to deal with them. Too often we hear of friends and family who have been the victim of cybercrime. Evan explained that a few tactics are among the

Asset Management Committee Meeting December 2, 2021

Posted on November 4, 2021

The replay link for the Thursday, December 2, 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

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?