News

Asset Management Committee Meeting January 7, 2021

Posted on January 7, 2021

For the coming weeks, we have opened up our Thursday morning Asset Management Committee discussion for anyone who is interested in listening to our investment strategy and commentary on domestic and global economic trends. The replay for the Thursday, January 7, 2021 discussion is available here.

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

Current Outlook & Portfolio Strategy

Posted on December 22, 2020

This past year will undoubtedly be remembered for the global COVID-19 pandemic and its impact on the global economy and capital markets. As we close out 2020 and look forward to a new year, we remain mired in the pandemic, but with a renewed sense of hope and optimism, as the first vaccines are being

Carlton Ward Jr. and the Florida Wildlife Corridor

Posted on November 18, 2020

Nature and wildlife photographer and National Geographic Explorer, Carlton Ward, Jr. spoke on “Path of the Panther” during a special live virtual presentation hosted by The Tampa Bay Trust Company for clients and guests as well as those of its sister division, The Naples Trust Company and its parent company, the Sanibel Captiva Trust Company.

The Growth Tide Rolls On – For How Long?

Posted on November 16, 2020

Historical returns in the market have validated that value stocks outperform growth stocks over long periods of time. Yet, there have been many periods over which leadership has rotated, persisted for a while, and challenged the patience of investors with exposure to value stocks. In the past 14 years, for example, growth stocks have outperformed

Trust Company Discusses Investing Around Elections

Posted on September 23, 2020

The Sanibel Captiva Trust Company and its divisions – The Naples Trust Company and The Tampa Bay Trust Company recently held a virtual presentation entitled, “Elections Years and Your Wealth Strategy,” in which more than 150 clients and guests participated. Presenters included Ian Breusch, CFA, Chief Investment Officer, Timothy Vick, Director of Research and Hood

Trust Company’s Igo Participates in Finance Summit

Posted on August 25, 2020

In this time of uncertainty, it has never been more important to showcase the strength and overall resilience of the local community and economy. Integrated media platform Capital Analytics provided an opportunity to shed light on the challenges and opportunities in the Tampa Bay region as it launched its analysis Invest: Tampa Bay 2020 with

REGISTER TODAY: Preparing for When You’re Alone Webinar

Posted on August 19, 2020

Don’t miss this helpful and timely program for couples and widows/widowers alike. This practical financial and legal planning discussion is key to alleviating some of the stress involved in managing life once you’ve lost a spouse or life partner. Join us for the webinar on Thursday, August 27 / 11:00 AM – Noon. This program

Retirement Accounts & COVID-19

Posted on July 28, 2020

Since Congress created the Individual Retirement Account (IRA) in the 1974 Employee Retirement income Security Act (ERISA), it has constantly tinkered with the law’s provisions to adapt to both economic and wage/salary conditions over the past 46 years. The first IRAs, for example, only allowed $1,500 yearly contributions, and workers could buy mostly bonds or

McDougall Joins Tampa Bay Trust

Posted on July 17, 2020

Michael R. Dreyer, President of The Tampa Bay Trust Company announced today the addition of Briana L. McDougall, CFA to the portfolio management team as Senior Vice President, Senior Portfolio Manager.

Growth vs. Value During COVID-19

Posted on May 26, 2020

The fallout of the COVID-19 global pandemic on stock markets this year has been dramatic. The U.S. equity market (S&P 500) fell by more than 33% over the course of 23 trading days beginning in late February before ultimately rebounding to much higher levels. It has been interesting to observe how different segments of the broader stock market have performed in light of recent volatility. One of those being the substantial outperformance of growth stocks relative to value stocks – the continuation of a multi-year trend.