Author: Sentinel Trust

Sentinel Trust Market Update – October 6, 2020

Sentinel’s Investment team discusses positioning and expectations ahead of November’s Presidential election.

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On Watch – September 2020

The latest edition of On Watch is now available for download. This issue features articles about estate planning opportunities in the current tax law environment, investment and personal wealth planning for life after the sale of a business, and tips and ideas for encouraging financial independence for children of all ages. Contributors to this issue…

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POSTED IN: Administration, Investments, On Watch, Planning

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Sentinel Trust Announces New Hire Class of 2020

Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce several new hires in response to continued organizational growth.

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Sentinel Trust Mid-Year Investment Review and Outlook – August 4, 2020

Sentinel Trust’s Investment team reviews Q2 and the first half of 2020, and looks ahead to the market outlook for the remainder of the year.

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Inflation Q&A – July 15, 2020

Sentinel Trust’s Investment team answers questions about the current US deficit, national spending patterns and Federal Reserve policy, and the effect of these factors on inflation trends.

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On Watch – June 2020

The latest edition of On Watch is now available for download. This issue features articles about appointing a corporate executor or agent, summer financial literacy classes and activity ideas for kids of all ages, and medical directives and other basic estate planning documents. Contributors to this issue are Phyllis L. Joe, JD, LLM, Lissa S….

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POSTED IN: Administration, Estate Planning, On Watch, Planning

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Private Capital Market Overview and Update – May 19, 2020

Our Investment team provides insight into Sentinel Trust’s approach to private capital markets, including the Firm’s general investment philosophy in these asset classes and recent fund considerations and commitments.

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Sentinel Trust Energy Market Update – April 21, 2020

Sentinel Trust’s Investment team provides their perspective on the current movement in oil and gas and energy markets, the Firm’s positioning, and the investment opportunities during these periods of volatility.

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Sentinel Trust Q1 2020 Market Update – April 8, 2020

Sentinel Trust’s Investment team provides their perspective on the markets, the Firm’s positioning, and investment opportunities during the first quarter of 2020.

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On Watch – April 2020

The latest edition of On Watch is now available for download. This issue features articles about creating and funding Grantor Retained Annuity Trusts (GRATs), making Roth IRA conversions in the current market environment, and using intrafamily loans in the current low interest rate environment. Contributors to this issue are Leslie Kiefer Amann, JD; Richard A….

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