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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The new year looks filled with promise. In this issue, read the latest in Current Outlook and Portfolio Strategy on U.S. exceptionalism and 2025 trends. Why may more fixed income be in your portfolio’s future. Learn why couples without children have some creative estate planning options, and how to gain confidence in your wealth management strategy if you find yourself suddenly single.
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It is fourth quarter and with that comes year-end financial strategies that will help you finish out the year on a strong footing. So, catch up on our current economic outlook as you consider your investment portfolio for 2025. Also, business owners will appreciate the article on wealth transfer which helps set up successful generational wealth and finally, the revocable living trust holds extraordinary benefits for your estate and your heirs.
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