News

Second Quarter 2025: Will the Clouds Part by Year-End?

Posted on July 2, 2025

At the midpoint of 2025, markets have weathered sharp swings driven by trade policy shifts, geopolitical tensions, and lingering inflation concerns. Despite this, strong earnings and a resilient rally remind investors that selectivity, diversification, and a focus on fundamentals remain key to navigating an uncertain landscape.

Scott DeGrand Promoted at Naples Trust Company

Posted on June 27, 2025

The Naples Trust Company is pleased to announce that Scott DeGrand has been promoted to Vice President, Client Services & Trust Operations. Scott is a daily point of contact for clients primarily in Naples, Bonita Springs and Marco Island, assisting with private wealth trust services, account openings, cash transfers, and more.

New Team Joins Tampa Bay Trust Company

Posted on June 5, 2025

Terence M. Igo, Chief Executive Officer of Tampa Bay Trust Company announced today that Lucas DeVicente, Matt Livesay, and April Stanton have joined the company’s Family Office Services team to further expand those existing services throughout Tampa, St. Petersburg, and Tampa’s coastal markets. “We are thrilled to have this talented team on board,” said Igo.

Key Wealth Management Strategies for High-Net-Worth Individuals

Posted on May 15, 2025

Managing wealth effectively is not just about keeping track of your budget. It involves creating a plan that aligns with your goals, values, and legacy. High-net-worth individuals (HNWIs) face unique opportunities and challenges that demand a closer look. Unpack the essentials of wealth management and explore the best strategies to protect and grow your wealth.

U.S. Trade Policy Continues to Whipsaw Markets

Posted on April 10, 2025

Entering 2025, many expected that the advantages that have served the U.S. well—its leadership in technology, innovation, R&D, management, deep and liquid capital markets, a flexible and skilled labor supply, and energy independence—would result in another year of steady returns. The incoming administration’s pro-growth, pro-business orientation, de-regulatory leanings, and tax-friendly proposals, further helped propel the market to new records in mid-February.

Quarterly Investment Webinar April 3, 2025

Posted on April 10, 2025

The replay link for the Thursday, April 3, 2025 webinar is available.

Please CLICK HERE to view the replay.

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

Managing Through Market Volatility

Posted on April 4, 2025

Fluctuations in the stock market are an unavoidable aspect of investing. As discussed in our adjacent Current Outlook, the S&P 500 has recently entered “correction” territory (declines greater than 10%).

Current Market Outlook

Posted on April 4, 2025

As the calendars turned from 2024 to 2025, exuberance over the new administration’s pro-growth agenda and continued optimism over a seemingly insurmountable lead by our largest U.S. firms in AI design and adoption, propelled equity markets to new highs. The S&P closed at a record on February 19, after advancing by almost 5% to that point.

Sanibel Captiva Trust holds 2025 Shareholders’ Meeting

Posted on April 3, 2025

SanCap Group Inc., the holding company of The Sanibel Captiva Trust Company and its divisions, The Naples Trust Company and The Tampa Bay Trust Company held the 24th Annual Shareholders’ Meeting Wednesday, March 19 at the The Club at Renaissance in Fort Myers. Attendance included 75 shareholders consisting of clients, employees, board members, and the company’s legal advisors.

Peggy Lindenberg Joins Naples Trust Company

Posted on March 26, 2025

Peggy S. Lindenberg, Vice President and Trust Officer has joined The Naples Trust Company with more than 25 years of account management and fiduciary trust experience. She serves as a main point of contact with her clients and is responsible for monitoring the execution of trust and investment services on their behalf. She also maintains communication between departments to ensure all team members are aligned with client goals. “Peggy’s years of experience highlight her depth of knowledge and professionalism in the trust field. Our clients and our team are very fortunate to have her aboard,” said Naples President Billie Ann Porter, CFP®, CTFA.