Keep up with our latest news, events, & activities.
RECENT POSTS
Oct 24, 2023
Stetson’s Special Needs Trust and Planning Conference
Southeastern Trust Company was honored to sponsor the 2023 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts. Many people face the challenge of supporting a child or …
Jul 26, 2023
2023 Second Quarter Investment Update
Reviewing economic conditions, our expectation for recession has been delayed, not canceled. It is our expectation there is no economic “free lunch” where we simply skip a business cycle and move to a new expansion – there are plenty of signs that challenges lie ahead, many of which could appear in months rather than years.
Apr 24, 2023
Drew Echternach Awarded Chartered Financial Analyst (CFA®) Designation
Southeastern Trust is excited to announce that Drew Echternach has successfully completed all levels of examination to become a Chartered Financial Analyst (CFA®) charter holder. Earning the CFA charter is …
Apr 21, 2023
2023 First Quarter Investment Update
Our expected outcome is that the economy will enter a recession later this year, as the effects of monetary policy continue to impact businesses and consumers. We expect peak effects will not be felt until later this year, and although difficult to predict, there will likely be other financial and credit stresses like those seen with the failed banks in March.
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Jan 30, 2023
2023 Investment Outlook
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.
Nov 16, 2022
Southeastern Trust Company Presents The Nutcracker
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.
Oct 26, 2022
2022 Third Quarter Investment Update
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.
Oct 19, 2022
Southeastern Trust Partners with Chattanooga Football Club
Southeastern Trust Company is excited to announce its jersey sponsorship with Chattanooga Football Club Academy (CFC).
Jul 27, 2022
Southeastern Trust Adds New Trust Associate
Melea Butler joins Southeastern Trust as a key addition to the firm’s rapidly growing trust administration team.
Jul 26, 2022
Southeastern Trust Opens Atlanta Office
Southeastern Trust announces the opening of its Atlanta office. The firm has quickly become known for its expertise in serving high-net-worth families.