There is a lot to cover in this issue of SIGHTLINE, especially geopolitical effects on the markets, as well as the race between precious metals and cryptocurrency. Don’t miss You May be Worth More than You Think, which includes some important tax strategies. Finally, before going global on your travels this summer, be sure to review several important estate planning documents that can make a big difference for you and your loved ones.
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As interest in and usage of Artificial Intelligence increases, this issue provides investors with information on how AI affects specific industries, opportunities, and your portfolio. Learn why digital assets are real monetary assets within your estate and how to make sure they are passed on to your heirs. As we move in 2026, gain a better understanding of the latest cyber scams and how you can protect yourself. Of course, take in the most trending intel on global and domestic markets impacting your portfolio in this issue’s Current Outlook & Portfolio Strategy.
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Enjoy SIGHTLINE’s first edition under our new name of Florida Trust Wealth Management – still bringing you trending investment, estate planning and lifestyle topics to enhance your wealth and well-being. This issue covers the latest happenings in global and U.S markets, and why a corporate trustee can be a gift to your loved ones. We also demystify Government Economic Data, and provide a reminder of those important year-end financial planning “to-dos”.
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Last quarter brought key developments across markets, and opportunities for agile investors. See what’s next. One of our most recent senior portfolio managers, Deborah Izzi, CFA, discusses the case for international investing. What part does the healthcare sector play in client portfolios? Finally, hear from a valued client and former business owner about his personal experience as a multigenerational client of Florida Trust.
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The one thing we can be certain of in life is – change. We’ve experienced quite a bit of change over these last several weeks, but know that Florida Trust team is as stalwart as ever and we are here to assist and advise our clients through uncertain times. See CIO, Kristian Jhamb’s “Outlook” within, as well as Ryan Brooker’s piece on “Market Volatility.” Our fiduciary team covers the nuances of inheritance for adult children and don’t miss the article on how leverage can make all the difference in your wealth planning.
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