In general, investors experienced an exciting and profitable second quarter in the markets. This edition brings readers the very latest in global market activity, plus insights on generational AA hyperscalers and their impact on portfolios. See the eye-opening article on women’s perspectives on financial management, and don’t miss why being selected to serve as a trustee, may be filled with some unanticipated responsibilities. We’re here to assist you through it all.
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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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