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 …

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.

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 …

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.