News & Blog

New Office Opens on Sanibel Island

Posted on March 11, 2024

The Sanibel Captiva Trust Company announced that it has opened its new office on Sanibel Island. Located at 2450 Periwinkle Way, the office opened to the public on Wednesday, March 13.

Current Outlook & Portfolio Strategy

Posted on February 14, 2024

The third quarter is fully behind us and the end to another year is in sight. When reviewing the quarterly performance of the stock market, it is tempting to conclude that not much happened during the past quarter.

How Do Election Years Affect the Markets?

Posted on January 24, 2024

As the 2024 U.S. presidential election approaches, many investors are anxious about the impact politics might have on their portfolios. While this concern is primarily driven by the uncertainty a typical election year brings, a review of past cycles suggests that the upcoming presidential election shouldn’t be a cause for concern.

Higher for Longer? Bonds Deserve a Fresh Look

Posted on January 4, 2024

As we entered 2023, the consensus view of market participants and top of mind for many investors, was the widely anticipated U.S. recession. Given the unprecedented scale and pace of the Federal Reserve’s (“the Fed”) rate increases that began in March 2022 — from the near-zero levels that had persisted since COVID — very few saw a runway for a “soft landing”.

Sanibel Captiva Trust Company appoints Megan Marquardt president of new Fort Myers office

Posted on December 11, 2023

“Working one on one with business owners and families is very rewarding and allows us to help them achieve their vision. That personal touch combined with sophisticated financial strategy is hard to come by in today’s financial climate, but desired by so many. This is one significant reason our clients are here, and our team delivers on that. We’re proud to bring this expertise to Fort Myers.”

Downsizing—Why, When & How

Posted on December 1, 2023

You’ve had a family, worked hard in your career and owned a home, but now after decades of growth, it’s time to downsize. Maybe you’re an empty nester or just trying to simplify your life; you’re establishing your primary residence in Florida or moving to a retirement community with a full range of activities and levels of care. Whatever the reason, the process of downsizing is downright intimidating. It is a major life event that should be carried out with the support of others and a plan in mind.

Protecting Yourself from Cyber Scams at Any Age

Posted on November 27, 2023

Current Outlook & Portfolio Strategy

Posted on October 6, 2023

10 Ways to Prepare for Retirement

Posted on September 22, 2023

Most people look forward to retiring someday. If that’s you, then putting a retirement plan in place now will help ensure your financial freedom. At The Sanibel Captiva Trust Company, we would like to share our team’s cumulative years of knowledge and experience on how best to prepare for retirement – whether now or in the future.

Beth Weigel Named CFO at Sanibel Captiva Trust Company

Posted on September 22, 2023

Beth Weigel was recently promoted to Chief Financial Officer of The Trust Company. She has more than 20 years of experience in accounting and small business management experience. She oversees all aspects of The Trust Company’s operating budget and applications and manages expense projections to support the firm’s growth.