2019 Georgia Federal Tax Conference

Southeastern Trust was proud to be a Gold Sponsor of the 2019 Georgia Federal Tax Conference, presented by the Georgia Society of CPAs. The conference is designed for experienced tax professionals and features up-to-date changes in tax law and the latest from...

Market Update: June 2019

Click below to download the June 2019 market update from Southeastern Trust. Download Market Update Email Signup Name* First Last Email* Chattanooga 1 Union Square, Suite 600Chattanooga, TN...

1 Year Anniversary

On June 1st our staff celebrated our First Anniversary as an independent trust company with Looie and the Chattanooga Lookouts. It’s been an incredible year and we’re thankful for the opportunity to continue to grow, foster, and build on behalf of our...

Market Update: May 2019

Click below to download the May 2019 market update from Southeastern Trust. Download Market...

Market Update: April 2019

Click below to download the April 2019 market update from Southeastern Trust. Download Market...

Atlanta Bar Association

Gail Davis, our trust administrator, recently presented to the Atlanta Bar Association about how to structure special needs trusts to provide for family members with a disability. Gail is a Certified Trust and Financial Advisor (CTFA) with more than sixteen years of...

2019 Economic Forecast

2018: The Return of Volatility If 2017 was the year of low volatility and universally rising asset prices, then 2018 might well be considered its malevolent twin. The past year marked the return of volatility and falling asset prices to financial markets. All major...

Market Update: November 2018

ECONOMIC SUMMARYEconomic growth exceeds 3.5% in the third quarter. This pace of economic growth was a slowdown from the 4.2% pace in the 2nd quarter of 2018. The growth was slightly above consensus estimates and was boosted by strong growth in inventories. Consumer...

Market Outlook: August 2018

ECONOMIC SUMMARY The current expansion is a year away from becoming the longest in U.S. history. Goldman Sachs studied other countries where growth cycles have lasted more than 10 years (Australia from 1992 to the present; the U.K., 1992-2008; Canada, 1992-2008; and...

Market Outlook: May 2018

ECONOMIC SUMMARY Stronger than expected growth. Gross domestic product (GDP) grew by a surprisingly stronger-than-expected annualized pace of 2.3% in the first quarter of 2018, representing the best first-quarter growth in three years. The Commerce Department’s flash...

Market Outlook: April 2018

ECONOMIC SUMMARY Economic growth revised upward. Economic growth in the U.S. was revised upward to a rate of 2.9% in the fourth quarter of 2017. The slight acceleration in real Gross Domestic Product (GDP) growth came from stronger numbers in consumer spending and...

Market Outlook: March 2018

ECONOMIC SUMMARY In February, the S&P suffered its worst month in two years, falling 3.9% and breaking a record-setting stretch in which stocks had risen for 15 consecutive months on a total-return basis. This happened despite the favorable combination of a strong...

Market Outlook: February 2018

ECONOMIC SUMMARY Slight deceleration in economic growth. Economic growth in the U.S. was revised downward slightly to a rate of 2.6% in the fourth quarter of 2017. The slight deceleration in real Gross Domestic Product (GDP) growth came from a wider trade deficit...

Market Outlook: January 2018

Politics, improving economic news, and strong equity market returns dominated the headlines in 2017. With the S&P 500 Index gaining over 21%, the NASDAQ almost 30%, and the MSCI EAFE (international) up over 25%, equity investors had much to cheer about. Fixed...

Market Outlook: December 2017

  ECONOMIC SUMMARY Improving economic growth. Economic growth in the U.S. was revised higher to a rate of 3.3%, its fastest pace since 2014. Consumer spending was revised downward from 2.4% to 2.3% due to the effects of the recent hurricanes. Equipment spending...

Market Outlook: November 2017

ECONOMIC SUMMARY We believe the probability of some form of tax reform becoming law is rising. The White House’s latest proposal would cut the corporate statutory federal tax rate to 20% from 35%. However, many companies do not pay the statutory rate, as the S&P...

Market Outlook: October 2017

Economic Summary: Improving economic growth. Economic growth in the U.S. was revised upward to a rate of 3.1% in the second quarter of 2017, its fastest pace in almost two years. The continued strength of the economy depends on the recent hurricanes’ potential to slow...

Market Outlook: September 2017

Economic Summary Our nation continues to grapple with the devastating impact of Hurricanes Harvey and Irma, and we brace ourselves for the potential of more hurricanes. Congress agreed to a three-month extension of the federal debt ceiling in exchange for $8 billion...

Market Outlook: August 2017

Economic Summary Economic growth in the second quarter of 2017 increased to 2.6%. This was largely due to increased non-residential investment and personal consumption. An increase in inventories took away from growth while the increase in net exports added to the...

Market Outlook: July 2017

Economic Summary Where are we in the current economic cycle? On the one hand, it seems like the economy has been growing for a long time, which it has. The current economic expansion is in its 96th month vs. the average length of expansions of 47 months since the year...