The roaring 20’s are back along with new hopes and goals. This issue of MARKETWATCH discusses the importance of family and community, and how to make an impact on them both. We reflect on the past year’s economic trends and opportunities as we strategize the future of investing – yield cures and all.
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Frank’s Funding Fumble outlines the negative effects on loved ones when estate and financial documents, personal and business properties aren’t properly titled by the time one passes. Also, if you’ve been thinking about how to leave some of your wealth to charity, find answers in Philanthropic Legacies: Consider Your Options. These articles and the latest on economics and investing are in our fourth quarter issue of MARKETWATCH.
READ MORE In this quarter’s issue, we discuss how living longer may not equate to living healthier. Continuing Care is something to consider in your financial plan long before you need it. Also read about Mark Twain’s best laid estate plan gone afield. And of course, articles Current Outlook and Portfolio Review & Strategy outline where we’ve been, what’s coming and what to do next.
READ MORE 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.
READ MORE 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.
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