Category: Investments

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.

Read More

POSTED IN: Investments, News

TAGGED: , , , , , , , , , , , , , , , ,

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.

Read More

POSTED IN: Investments, News

TAGGED: , , , , , , , , , , ,

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.

Read More

POSTED IN: Investments, News

TAGGED: , , , , , , , , , , , ,

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.

Read More

POSTED IN: Investments, News

TAGGED: , , , , , , , , , , , , ,

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.

Read More

POSTED IN: Investments, News

TAGGED: , , , , , , , , ,

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….

Read More

POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: , , , , , , , , , , ,

On Watch – September 2019

The latest edition of On Watch is now available for download. This issue features articles about holding and managing family business interests in trust, making air travel and airport security easier, and a special interview with our new Managing Director and Chief Investment Officer, Todd A. Burchett. Contributors to this issue are Ross W. Nager,…

Read More

POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: , , , , , , , , , , , ,

On Watch – April 2019

The latest edition of On Watch is now available for download. This issue features articles about impact investing, preparing college-bound kids for financial independence, and why your online account reporting is so dated. Contributors to this issue are Josh H. Hall, Anna M. Ziemnicki, JD, and James C. Reed, CFA. To receive email alerts about…

Read More

POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: , , , , , , ,

On Watch – May 2018

The latest edition of On Watch is now available for download. This issue features articles about navigating recent tax reform, the impact of rising interest rates, and wealth planning as a team sport.

Read More

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

TAGGED: , , ,

On Watch – September 2017

In this issue:
“A Hedge Fund Primer” by M. Taylor Scott, CFA
“Becoming a non-family director of a family business” by D. Fort Flowers, Jr., CFA
“Putting Legacy 401k Accounts to Good Use” by Andrew B. Smith, JD

Read More

POSTED IN: Investments, On Watch, Planning

TAGGED: , ,