As we turn the calendar to 2023, we look ahead with a mix of optimism and concern. We expect that the effects of 2022’s rate hikes are still being absorbed into the economy. The U.S. economy must prove that it can thrive in a higher-rate environment, something it has not had to do over any sustained period since last century.
Southeastern Trust Company is excited to present upcoming performances of The Nutcracker by the Chattanooga Ballet. The Nutcracker will feature the professional ballet company, the Chattanooga Symphony Orchestra performing live, a live choir, as well as 200 students from Chattanooga Ballet’s School and the area.
Investors rode the roller coaster this summer following the stock market selloff in June. A sharp rally in July and early August was followed by an equally violent reversal in the final weeks of the quarter, leading to a new low for the S&P 500 Index on the final day of September.
Southeastern Trust Company is excited to announce its jersey sponsorship with Chattanooga Football Club Academy (CFC).
Melea Butler joins Southeastern Trust as a key addition to the firm’s rapidly growing trust administration team.
Southeastern Trust announces the opening of its Atlanta office. The firm has quickly become known for its expertise in serving high-net-worth families.
Unlike many large Wall Street firms, we have not had to dramatically revise our forecasts and tactics to address the slowing economy and difficult markets. Our diversified stock portfolios again declined considerably less than their benchmark in the second quarter by avoiding some of the highest valuation and most unprofitable companies. These have generally been the companies in the bear market’s crosshairs.
Robert Clark, former chief investment officer for the state of Mississippi, joins Southeastern Trust as senior portfolio manager.
Generosity should be a joyful activity, not merely a line item in our expense budgets. Bart Rolen provides three guiding principles to keep in mind when it comes to generosity.
High net worth families have financial interests beyond their managed investments. Discover the value of a multi-family office.
