From The Helm

Moving your business forward through the exit

podcast@spinnakertrust.com (Drew Oestreicher, Colleen L. McCracken) — Tue, 21 Sep 2021 04:00:00 +0000

Spinnaker Trust & CLMC, LLC Strategic Business Advisors: While 96% of business owners agree it's important to have an exit strategy, experts say only 13% have a current written plan in place – leaving too much unknown for what comes next. In this podcast, we’ll dive deep into succession planning, with a focus on family-owned businesses. We’ll uncover identifying readiness, finding prospective buyers, making your business more attractive for an offer, and how to seamlessly transition the hands of ownership.

2021 Q2 Review

podcast@spinnakertrust.com (Spinnaker Trust) — Fri, 2 Jul 2021 04:00:00 +0000

The crew is back to discuss what's on the mind of investors today: rates, peak everything and inflation.

2021 Q1 Review

podcast@spinnakertrust.com (Spinnaker Trust) — Wed, 28 Apr 2021 04:00:00 +0000

The crew breaks down 2021 first quarter: the one year anniversary of COVID lockdowns, market activity & what to expect in the second year following a recession. We discuss inflation and the great debate - growth vs. value.

2021 Predictions

podcast@spinnakertrust.com (Spinnaker Trust) — Mon, 4 Jan 2021 17:00:00 +0000

The crew breaks down what we learned from 2020 markets. They also cover today's most engaging topics: value vs. growth investing, predicting interest rates, modern monetary theory, and bitcoin.

October 2020 - Q3 Review and Outlook

podcast@spinnakertrust.com (Spinnaker Trust) — Mon, 12 Oct 2020 07:00:00 +0000

The crew is back with a timely market update to discuss inflation expectations, double dip recession concerns and of course, the election.

2020 1st Half Update

podcast@spinnakertrust.com (Spinnaker Trust) — Fri, 17 Jul 2020 07:00:15 +0000

April 16, 2020

podcast@spinnakertrust.com (Spinnaker Trust) — Fri, 17 Apr 2020 07:00:04 +0000

Market Update March 26, 2020

podcast@spinnakertrust.com (Spinnaker Trust) — Fri, 27 Mar 2020 15:44:07 +0000

Market Update and COVID-19 Preparedness

podcast@spinnakertrust.com (Spinnaker Trust) — Thu, 19 Mar 2020 19:48:50 +0000

Tim catches up with members of the Spinnaker team, Jessamyn, Maria & Amanda, to address the following questions: 1) Fiscal vs. Monetary Policy 2) Tax Relief 3) Spinnakers Response

March 9, 2020

podcast@spinnakertrust.com (Jessamyn Norton, Eben Jose, Tim Malisa) — Wed, 11 Mar 2020 15:57:24 +0000

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Spinnaker Trust 2020 Outlook

Mon, 13 Jan 2020 08:00:04 +0000

Jessamyn, Eben, and Tim reflect on 2019 market performance and share their outlook for 2020.

Interview with Daniel Prince (CFA) of BlackRock

Mon, 2 Dec 2019 08:00:22 +0000

Jessamyn and Eben sit down with Daniel Prince, CFA Head of iShares at BlackRock.

Find Daniel on LinkedIn - https://www.linkedin.com/in/daniel-prince-cfa-566b1978/

Quarter 3 Updates and Discussion

podcast@spinnakertrust.com (Jessamyn Norton, Tim Malisa, Eben Jose) — Mon, 21 Oct 2019 14:48:06 +0000

Quarter 3 Updates from Jessamyn, Eben, and Tim.

Introduction to the Podcast

podcast@spinnakertrust.com (Spinnaker Trust) — Fri, 11 Oct 2019 16:52:03 +0000

Meet Jessamyn, Ebin, and Tim and discover what to expect from our new podcast, From the Helm.

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At Spinnaker Trust, we will help you reach the tomorrow you want to create. Our mission is to help our clients build wealth, and protect it, while preserving peace of mind. With objective and personalized advice, we guide our clients toward their investment goals, help them to manage and conserve their assets and work hard to ensure that their legacy is ready and waiting for future generations.

The seasoned professionals at Spinnaker Trust have the in-depth knowledge that you need to build and protect your wealth. They know each client’s unique financial thumbprint. Just as important, they know their families, their values and their hopes for the future.

With Spinnaker, you will always be a valued individual, much more than the sum of your investments.