News
May 15, 2017
Second Quarter 2017 Newsletter
Periods of political or economic change increase uncertainty and result in a growing number of questions about the impact on financial assets. More questions than answers exist today forcing investors to operate and make decisions in a more ambiguous environment. An effective method of dealing with these unanswered questions is to design high-quality investment strategies...
February 20, 2017
Sandra Sacks awarded the CTFA designation
Sandra Sacks, Relationship Manager in our Sarasota office, was recently awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA...
February 1, 2017
Charles Kard Earns the CFP Designation
Charles Kard, Principal at Sabal Trust, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board’s certification and renewal requirements. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the...
January 4, 2017
First Quarter 2017 Newsletter
Political change after a highly contentious Presidential election will inevitably set the tone for the investment environment over the coming year. Against this backdrop, investors will position investments for an ever-evolving landscape and frame the catalysts and drivers likely to shape and define the markets.
November 7, 2016
Fourth Quarter 2016 Newsletter
Situational awareness is critical for any investor. We must recognize the prevalent risks that exist across the broader economic landscape. Approaching the Presidential election in November, we, along with the rest of the investment community, continue to analyze the market impact of potential outcomes. Against this uncertain backdrop, maintaining a long-term focus is critical as...