News & Insights

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

RECENT POSTS

Feb 04, 2026

Southeastern Trust Investment Memo

Southeastern Trust Investment Memo, 2026 | Next Play

READ MORE

May 23, 2025

Southeastern Trust Attends 2025 ACTEC Southern Regional Meeting

We were graciously invited to attend the 2025 Southern Regional Meeting, which was hosted by The American College of Trust and Estate Counsel (ACTEC) on May 2–4, 2025. Our team …

READ MORE

Mar 21, 2025

Investing Like “The Great One”

Southeastern Trust Investment Memo, March 2025 | What Southeastern Trust and Wayne Gretzky have in common.

READ MORE

Estate Planning Institute 2025 conference

Feb 10, 2025

Southeastern Trust Sponsors the Estate Planning Institute 2025 Conference at UGA

Southeastern Trust was proud to sponsor the Estate Planning Institute 2025 conference at The University of Georgia.

READ MORE

ALL POSTS

Market Outlook: July 2017

Jul 13, 2017

Market Outlook: July 2017

Although long and weak, elements that indicate continued expansion remain: the consumer has not greatly expanded its spending or debt, the housing market seems healthy with room to run, corporate investment is picking up. The economy doesn’t seem overextended.

READ MORE

Uploaded ToMarket Outlook: April 2017

Jun 13, 2017

Market Outlook: June 2017

Although the Conference Board’s consumer confidence fell more than expected in May, it remained close to post recession highs. Consumer spending also rose in April, getting the second quarter off on a strong note. However, the pace of spending . . .

READ MORE

Southeastern Trust is Platinum Sponsor for 2017 Embrace Aging Forum

May 09, 2017

Southeastern Trust is Platinum Sponsor for 2017 Embrace Aging Forum

Southeastern Trust is proud to be the Platinum Sponsor for this year’s Embrace Aging Forum, where Trust Officer Teresa Whitton will also speak on Special Needs Trusts. The forum, hosted …

READ MORE

Gail Davis, CTFA

Apr 19, 2017

Trust Specialist Gail Davis Awarded CTFA

Congratulations to our Trust Specialist Gail Davis! Gail was recently awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American …

READ MORE

Uploaded ToMarket Outlook: April 2017

Apr 18, 2017

Market Outlook: April 2017

The first quarter of 2017 was dominated by political headlines, firming economic data, and stronger corporate earnings. After an initial wave of bullish sentiment leading up to and following the …

READ MORE

New IRA Contribution Limits for 2017

Nov 14, 2016

New IRA Contribution Limits for 2017

The Internal Revenue Service has published IRA contribution limits and provisions for 2017. These limits and provisions impact how you manage your assets for retirement planning in the coming year. …

READ MORE

Ready to speak to an advisor?