Recent Insights & News

Sentinel Trust Announces Officer Promotions

We are pleased to announce several officer promotions: Phyllis L. Joe, JD, LLM, Client Relationship Officer, is promoted to Vice President, Lead Wealth Planner. Phyllis holds an LLM in Taxation and has achieved Board Certification in Estate Planning and Probate Law. In her new role, Phyllis will advise on sophisticated estate and wealth planning strategies…

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POSTED IN: News

Markets – September 2018

Download a PDF version August Recap August featured a more nuanced and collectivized Goldilocks story—investors judged the porridge on offer in emerging markets and Europe not to their liking, but not so distasteful as to go on a general hunger strike. Instead, as a group, they just ate more of their favorite brand.  More conventionally,…

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POSTED IN: Market Perspectives

Hurricane P.R.E.P.

September 10th is the official peak of hurricane season. After a slow start to this year’s storm season, activity is picking up in the Atlantic with Hurricane Florence approaching the east coast, Tropical Storms Isaac and Helene churning further offshore, and a low-pressure blob strengthening in the Caribbean Sea. In anticipation of potential adverse weather,…

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POSTED IN: News

On Watch – September 2018

The latest edition of On Watch is now available for download. This issue features articles about blockchain technology, the role of a foundation trustee, and IRS guidance regarding miscellaneous itemized deductions. Contributors to this issue are Catherine Lee Clarke, CFA, David L. Zahn, CPA, CFP(R), and Leslie Kiefer Amann, JD. To receive email alerts about future issues…

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POSTED IN: On Watch

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Markets – August 2018

Investors successfully compartmentalized favorable US economic and earnings reports from a seemingly growing list of macro-risks, while a thaw in European Union (EU)/US trade talks provided hope that trade wars would not go global, producing a modest bounce in international equities.

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POSTED IN: Market Perspectives

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Markets – July 2018

June market action was very much a function of geography, with US markets little changed, but less benign results seen elsewhere depending on the proximity to increasing trade tensions. China and other emerging markets were at the epicenter. While giving the appearance that the US is “winning” the trade war, the strength in the dollar and US asset prices was primarily due to exceptionally strong second quarter growth. Commodities were a real wild card, depending on the mix of double-digit West Texas Intermediate oil gains or trade-war-inflicted losses in grains and industrial metals. While central bank actions were not unimportant, they were overshadowed by geopolitical developments.

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POSTED IN: Market Perspectives

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Sentinel Trust is Houston’s 2018 Top Wealth Management Firm

We are excited to announce that the Houston Business Journal has awarded Sentinel Trust as Houston’s Top Wealth Management Firm for 2018.

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POSTED IN: News, Uncategorized

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Markets – June 2018

Despite starting with the worst first day of the second quarter since the Great Depression, global equities ended the volatile month modestly higher. The combination of plateauing overseas growth and higher Treasury rates contributed to dollar strength that boosted European equities, but not emerging markets. Overseas developed markets outperformed the US by nearly 2%, but emerging market equities finished modestly in the red. News flow over the month included increasing Russia sanctions, US labor costs, tariff threat uncertainty, as well as airstrikes in Syria and potential new Iran sanctions (which fueled a 6% rally in crude oil).

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POSTED IN: Market Perspectives

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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.

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

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Announcing Our Newest Board Member: Mark P. Sparano

We would like to congratulate Mark P. Sparano, CPA for his election to our Board of Directors.

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