Click below to download the August 2019 market update from Southeastern Trust. Download Market Update Email Signup Name* First Last Email* CAPTCHANameThis field is for validation purposes and should be left unchanged. Chattanooga 901 Lindsay Street Chattanooga, TN...
Southeastern Trust had the honor of being the title sponsor for the 3rd Annual Embrace Aging Forum in Chattanooga. Our own Teresa Whitton was a featured speaker. This one-of-a-kind event offers perspectives on aging and countless resources related to all areas of...
Congratulations to our own Drew Echternach for passing the Level II exam in the process of becoming a Chartered Financial Analyst (CFA). According to the CFA Institute, “The Chartered Financial Analyst® (CFA) credential is held by over 150,000 professionals...
Click below to download the July 2019 market update from Southeastern Trust. Download Market Update Email Signup Name* First Last Email* CAPTCHAPhoneThis field is for validation purposes and should be left unchanged. Chattanooga 901 Lindsay Street Chattanooga, TN...
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...
Click below to download the June 2019 market update from Southeastern Trust. Download Market Update Email Signup Name* First Last Email* CAPTCHAPhoneThis field is for validation purposes and should be left unchanged. Chattanooga 901 Lindsay Street Chattanooga, TN...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
