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.
ALL POSTS
Jul 19, 2022
2022 Second Quarter Investment Update
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.
Jun 22, 2022
Senior Portfolio Manager Joins Southeastern Trust
Robert Clark, former chief investment officer for the state of Mississippi, joins Southeastern Trust as senior portfolio manager.
Jun 15, 2022
Designing a Generosity Strategy
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.
May 11, 2022
What is a Multi-Family Office?
High net worth families have financial interests beyond their managed investments. Discover the value of a multi-family office.
Apr 20, 2022
2022 First Quarter Investment Update
There were already a myriad of challenges and uncertainties in the economy and markets entering 2022, and the Russia-Ukraine war added yet another variable to the mix. Read our latest outlook on the market and investment strategies.
Jan 25, 2022
2022 Investment Outlook
We believe creative asset allocation will be essential to investment success in the 2020’s. The buy and hold philosophy of equity index funds will almost certainly fail to live up to the last ten years. A key question will be what index or factor to buy.