News

Asset Management Committee Meeting September 2, 2021

Posted on September 7, 2021

The replay link for the Thursday, September 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

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?

Downsizing—Why, When & How

Posted on June 14, 2021

People decide to downsize for a variety of reasons. Perhaps you are a new empty nester or just trying to simplify your life; you are establishing your primary residence in Florida or moving to a retirement community with a full range of activities and levels of care. Whatever the reason, the process of downsizing is

Trust Company Announces Two Board Retirements

Posted on June 2, 2021

S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company announced the retirement of two board members, Cheryl Giattini of Sanibel, and Dolph von Arx of Naples, having served the maximum terms allowable by Board bylaws. They served simultaneously on both The Sanibel Captiva Trust Company board and its holding company, SanCap Group, Inc.

Naples Trust Hosts Marcus Jansen Event

Posted on May 26, 2021

The Naples Trust company hosted their first in-person event in more than 14 months at The Baker Museum at ARTIS-Naples during a private “meet the artist” group tour and reception featuring the works of artist Marcus Jansen, 52 during his exhibit, Two Decades of Relevance. The intimate group enjoyed having the museum to themselves while visiting with Jansen who discussed his pieces and journey as an artist. The reception portion of the evening was held on the Baird Sunset Terrace, giving many visitors their first taste of the new renovations on the ARTIS-Naples campus.

Incapacity – Why to Plan For It NOW

Posted on April 22, 2021

Did you know that 15% of Americans over age 70 suffer from dementia (and nearly 40% by age 90)? Or that 540,000 Floridians were living with an Alzheimer’s Disease diagnosis in 2018 (a figure expected to increase to 720,000 by 2025)? Or that six of the top 10 causes of death in Florida (cancer, heart disease, unintentional injury, stroke, Alzheimer’s, pneumonia) involve some form of incapacity?

Sweeten Your IRA for Your Heirs

Posted on April 22, 2021

If you are looking for ways to benefit your heir(s) with your IRA while supporting your favorite charity, you may be able to “have your candy and eat it too.” Perhaps you remember the iconic 1972 commercial featuring a gentleman eating a chocolate bar who falls down a flight of stairs landing on a little boy holding a jar of peanut butter. “You got chocolate in my peanut butter,” the boy exclaims, giving accidental birth to the Reese’s Cup – two tasty ingredients made better while creating something new and different.

Green Energy Gets its Day in the Sun

Posted on March 26, 2021

When I first entered this industry, environmental investing began grabbing headlines; but in retrospect, the movement was acutely over-promoted and underdelivered. Companies that operated landfills, processed recyclables, or incinerated waste were deemed environmentally friendly by the standards of the time (not so today). Later, solar power and ethanol companies attracted capital, but those industries’ tough economics and ongoing losses deterred all but the most loyal and idealistic investors. Nuclear power went through the same cycles, as did wind power, desalination, and hydroelectric. Past financial results of this high-growth industry, unfortunately, did not keep up with bread-and-butter stock indices, and sometimes couldn’t keep pace with their common nemesis, the oil industry.