News & Insights

Keep up with our latest news, events, & activities.

RECENT POSTS

Southeastern Trust Company at the 2023 Stetson's National Conference on Special Needs Planning and Special Needs Trusts

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 …

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Picture of the front of a $100 bill

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.

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Drew Echternach Awarded Chartered Financial Analyst (CFA®) Designation

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 …

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2023 First Quarter Investment Update

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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2023 Investment Outlook

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.

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Southeastern Trust Company Presents The Nutcracker

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.

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2022 Third Quarter Investment Update

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.

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Southeastern Trust Partners with Chattanooga Football Club

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).

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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.

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Southeastern Trust Opens Atlanta Office

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.

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