News
September 26, 2017
Equifax Data Breach: Assess Impact, Protect Yourself, Monitor
Sabal Trust takes our responsibility to protect your personal and financial information very seriously. As you may have heard, Equifax recently experienced a data breach that may have exposed sensitive personal information including Social Security numbers, home addresses, credit card numbers, drivers license numbers and birth dates. Although the breach did not involve your accounts...
September 1, 2017
Cassie Dougherty Awarded the CTFA Designation
Cassie Dougherty, Relationship Manager at The Villages office, was awarded the Certified Trust & Financial Advisor (CTFA) designation because of her high level of experience and education in the trust profession. This designation is from the Institute of Certified Bankers, a subsidiary of the American Bankers Association, and is presented to individuals who demonstrate excellence...
August 28, 2017
Travis J. Brown Earns CFA Designation
Travis J. Brown, Principal at Sabal Trust, recently earned the right to use the Chartered Financial Analyst (CFA) designation. The Chartered Financial Analyst® (CFA) credential is the gold standard in the global investment management profession. It represents a deep knowledge of the broad field of investing, a commitment to ethics, and a passion for always putting...
June 20, 2017
Third Quarter 2017 Newsletter
Against a fluid market and economic environment, it is critical to continually examine portfolio strategies to ensure the integration of long-term investment goals and objectives. Strong equity markets, modest economic growth, low inflation, and increasing political uncertainty characterize the current “risk-on” trading environment. Investors search for answers amidst a cacophony of economic and political voices...
May 15, 2017
Second Quarter 2017 Newsletter
Periods of political or economic change increase uncertainty and result in a growing number of questions about the impact on financial assets. More questions than answers exist today forcing investors to operate and make decisions in a more ambiguous environment. An effective method of dealing with these unanswered questions is to design high-quality investment strategies...