Our Newsletters from Sabal Trust Our Newsletters from Sabal Trust

Our Newsletters

Sabal Trust produces the “Our View” newsletter quarterly to provide insight into the financial marketplace. Our experts offer key overviews, strategies and interpretations of the current financial environment.



Investing is a life-long journey marked by emotional paradoxes. Over time and through experience, we discover that most of the external environment is beyond our direct control. Instead, we focus on what we can control: our responses and behavior. Understanding why you invest and place your assets into the capital markets is an important part of the investment process. This thought exercise allows you to reconfirm your investment goals, filter out “noise”, and focus on what really matters for you and your family.


Psychology impacts investor decision-making. The investment tone in 2019 has been dramatically different to that of the 4th quarter of last year. Deep pessimism shifted rapidly back to optimism with the markets retracing their year-end declines and are now off to their strongest start in over a quarter of a century. While a more positive pricing environment has developed, contributors to the 2018 market volatility remain in-place. Deciphering market messages is an integral part of the investment process. Mixed economic and sentiment signals make charting a path forward even more challenging.


The New Year is a time to reflect on past decision-making activities. It is also an opportunity to consider the inputs that will shape the investing environment ahead. Establishing a framework to make investment decisions for the upcoming year allows you to reconfirm the progress being made toward accomplishing your goals and objectives. If necessary, it also serves as a catalyst for adjustment. Investing is a journey filled with ebbs and flows which requires discipline, consistency, and control to achieve success.


Expectations directly influence decision-making. It is natural for each of us to be influenced by the environment around us. Currently, strong equity markets and relatively low volatility are shaping investor’s return expectations. Periodically, expectations of the future can become detached from what is realistic. This usually occurs when an environment moves to an extreme, or in today’s case as we move into the later stages of a lengthy economic cycle. Protecting your family’s assets involves adopting realistic expectations and remaining disciplined.


Periodically, we believe it is important to pause and reflect on what really matters. Understanding why you place your family assets into the capital markets can be achieved with basic questions about yourself and the environment around you.   Engaging in a thought exercise of question-asking allows you to cut through much of the technical terminology and jargon regularly used by the financial industry. Furthermore, thoughtful introspection allows you to triangulate investment goals and an outlook on risk with your underlying portfolio strategy.

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