This quarterly publication is proudly authored by our own team members and provides a window into their depth of knowledge and experience, applied diligently for the benefit of our clients. Our professionals can do the same for you. In this issue, learn why we buy and hold good companies, and how to save taxes while helping others. We’re not just investment managers, we’re wealth managers. If you are not already a member of The Trust Company family, we invite you to discover the true meaning of private wealth management.
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It’s a new year and The Trust Company’s first quarter publication has content to assist you with your investments, estate planning and tax strategies. As he prepares to retire, Richard Pyle, CFA – President of The Sanibel Captiva Trust Company reflects on his career and the landmark moments across investment markets, which include lessons for us all. Gary Dyer, CFA, Senior Portfolio Manager authors Current Outlook and West McCann, CFA, President of The Naples Trust Company introduces readers to the benefits of technology within their wealth planning strategies. Don’t miss Portfolio Review and Strategy by CIO, Ian Bruesch, CFA.
READ MORE Enclosed is more information about the New Tax Law, effective Jan 1, 2018, which not only reduced individual and corporate tax rates, but also made significant changes to the tax laws regarding estate and gift taxes. Be sure to familiarize yourself with the latest in the article “New Tax Law Can Upend Your Estate Plan.” This issue also addresses Long-Term Care Insurance and the options of why and how to include it in your portfolio. Trust Company staples, “Current Outlook” and “Portfolio Review and Strategy” bring readers trending information on stock market activity and the national and global economy.
READ MORE In this issue, get current on changes to estate tax law exemption amounts due to The Tax Cuts and Jobs Act. Find out the latest words of wisdom from Warren Buffett during the 2018 Berkshire Hathaway Annual Meeting, and enjoy our most recent anchor articles of “Current Outlook” and “Portfolio Review & Strategy.”
READ MORE In addition to our articles “Current Outlook” and “Portfolio Review & Strategy” which keep readers current on economic and investment developments, this issue also has articles on two very trending topics among baby boomers and beyond. “Having The Talk With Your Heirs” focuses on how to broach the topic of inheritance with the next generation in order to prepare them for the future and related benefits, as well as responsibilities. “Downsizing – Why, When & How” addresses key points to consider when you are ready to simplify your life. It doesn’t have to be daunting.
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