Up to Date Investment News at Naples Trust Company

Quarterly Investment Webinar July 10, 2025

Posted on July 15, 2025

The replay link for the Thursday, July 10, 2025 webinar is available.

Please CLICK HERE to view the replay.

Not FDIC Insured | Investments involve risk and are not guaranteed. Full Disclaimers and Disclosures

Second Quarter 2025: Will the Clouds Part by Year-End?

Posted on July 2, 2025

At the midpoint of 2025, markets have weathered sharp swings driven by trade policy shifts, geopolitical tensions, and lingering inflation concerns. Despite this, strong earnings and a resilient rally remind investors that selectivity, diversification, and a focus on fundamentals remain key to navigating an uncertain landscape.

U.S. Trade Policy Continues to Whipsaw Markets

Posted on April 10, 2025

Entering 2025, many expected that the advantages that have served the U.S. well—its leadership in technology, innovation, R&D, management, deep and liquid capital markets, a flexible and skilled labor supply, and energy independence—would result in another year of steady returns. The incoming administration’s pro-growth, pro-business orientation, de-regulatory leanings, and tax-friendly proposals, further helped propel the market to new records in mid-February.

Quarterly Investment Webinar April 3, 2025

Posted on April 10, 2025

The replay link for the Thursday, April 3, 2025 webinar is available.

Please CLICK HERE to view the replay.

Not FDIC Insured | Investments involve risk and are not guaranteed. Full Disclaimers and Disclosures

Managing Through Market Volatility

Posted on April 4, 2025

Fluctuations in the stock market are an unavoidable aspect of investing. As discussed in our adjacent Current Outlook, the S&P 500 has recently entered “correction” territory (declines greater than 10%).

Current Market Outlook

Posted on April 4, 2025

As the calendars turned from 2024 to 2025, exuberance over the new administration’s pro-growth agenda and continued optimism over a seemingly insurmountable lead by our largest U.S. firms in AI design and adoption, propelled equity markets to new highs. The S&P closed at a record on February 19, after advancing by almost 5% to that point.

Navigating Current Market Volatility

Posted on March 14, 2025

Over the past few weeks, U.S. equity markets have entered “correction” territory, retreating by more than 10% from the all-time high marked in February. A correction hasn’t occurred in the U.S. market since October 2023 leading investors to believe that this normal correction is rare (it isn’t).

Investing and Financial Planning for Women

Posted on March 5, 2025

The Sanibel Captiva Trust Company is offering their latest Wisdom of Women program, “Investing and Financial Planning for Women by Women” at two locations this month:
Wednesday, March 12 at The Sanibel Community House on Periwinkle Way, 9:30 – 11:00 AM and Thursday, March 13 at The Sanibel Captiva Trust Company office at Bell Tower in Fort Myers, 4:00 – 6:00 PM.

Investors Need Big-Picture View of Market in 2025, Beyond

Posted on February 12, 2025

The stock market had a stellar year in 2023, followed by another great year in 2024.

What will 2025 bring? Opinions of financial experts vary, but if January’s performance was any indication, we’ll have good days, bad days and hopefully an ample supply of calmer days. That is precisely why top analysts do not read too much into a day, a week or even a month.

Diversification & Stability: The Case for Fixed Income

Posted on February 5, 2025

Over the past decade, when interest rates were hovering near zero, fixed income was not a focal point for most client at The Trust Company – and rightfully so. However, in 2022, the United States experienced an unprecedented surge in inflation, prompting the Federal Reserve (the Fed) to raise interest rates to 5.5%, a 16-year high.