News by The Naples Trust Company in Florida

News

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

Asset Management Committee Meeting May 5, 2022

Posted on May 6, 2022

The replay link for the Thursday, May 5, 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

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.

Thinking of Selling Your Business? It Pays to Plan Ahead

Posted on February 3, 2022

Retiring baby boomers will sell or bequeath $10 trillion of assets over the next two decades, according to most estimates. A large amount of these assets is held in more than 12 million privately owned businesses and more than 70% of these businesses are expected to change hands. For many baby boomers who own businesses,

An Idea to Help the Young Get Started

Posted on February 2, 2022

The following story swathes several crucial financial topics – the importance of an early start to investing; the time value of money; family governance; and the power of compounding. Each of these topics are integrated into the Wealth Management services in which we advise our clients. Here at the Trust Company, we are called upon to explain complex estate planning, investment philosophies and the management of financial goals. From time to time, however, we learn clever and intelligent ideas from our very wise clients, and that is what I am sharing today.

Thoughts On Inflation & Supply Chains

Posted on February 2, 2022

To see the American economy as boisterous as it is today should elicit gladness from wealth managers. After all, this is the first time the United States has emerged from a recession with stock prices near all-time highs, home prices escalating at rapid rates, households’ net worth at record levels, and Americans holding more than $2 trillion in excess savings in their bank accounts thanks to stimulus checks.

US Sales & Earnings Higher Than Pre-Covid

Posted on January 25, 2022

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. Revenues and earnings across S&P 500 companies have risen more than 15% and 45%, respectively, year over year. Clearly, the outsized

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.