News
April 1, 2024
Second Quarter 2024 Newsletter
“Turning the page” is a common theme for both businesses and individuals. Businesses “turn the page” to focus their employees on executing business strategies. Individuals “turn the page” as they move from one chapter to another in their lives with promises to start fresh. “Turning the page” is also applicable to investing. Markets offer investors...
January 2, 2024
First Quarter 2024 Newsletter
For investors, the New Year brings a sense of optimism. It should also be a moment for deep reflection. We spend time with our clients reviewing comprehensive plans designed to protect their family legacies. This helps create a framework for investment decisions during the upcoming year. It also allows us to reconfirm the progress being...
October 2, 2023
Fourth Quarter 2023 Newsletter
Investing is a humbling process. Socrates stated, “the only true wisdom is knowing you know nothing,” which is a lesson for all investors. The passage of time gives us clarity on the past. What was once uncertain and unknowable only becomes clear after the fact. We attempt to view the world with an open mind,...
July 3, 2023
Third Quarter 2023 Newsletter
Investors face an endlessly shifting landscape. The constant state of motion in the world around us creates uncertainty. Sabal is in the preparedness business, not the projection business. We do not attempt to forecast future events. Instead, we prepare our clients to navigate through any given environment using the time-tested tools of asset allocation, high...
April 4, 2023
Second Quarter 2023 Newsletter
Understanding why you do what you do is a thought exercise applicable to all aspects of our lives. Introspection helps us gain clarity on our goals and objectives. Architects develop blueprints to construct houses and buildings. Investors should also use blueprints to build, manage and maintain their investment portfolios. Life’s unexpected twists and turns are...