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The Sanibel Captiva Trust Company hosts 2015 Market Outlook

February 3, 2015
Island Reporter, Captiva Current, Sanibel-Captiva Islander

Pat Dorsey, CFA, Chief Investment Strategist at The Sanibel Captiva Trust Company, spoke last week to clients and friends of the firm about "Expectations, Opportunities & Valuations."

"Investors should focus on the earnings and the dividends of the securities they own, rather than on 'the market.' We advise clients to ignore the noise of macro predictions and understand that geopolitical shocks do not shock the market for extended periods of time. At this time, investors should lower their expectations for equities and dial back on bonds, unless liquidity is needed or volatility is a worry," Dorsey said.

Dorsey's presentation is part of The Sanibel Captiva Trust Company's continuing effort to keep clients and friends of the firm informed during today's dynamic business climate.

He appears regularly on Bloomberg TV, Fox TV and CNBC, and is the author of two books -- The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealth.

Before joining The Trust Company, Pat was Director of Equity Research at Morningstar for over ten years. He holds a master's degree in political science from Northwestern University and a bachelor's degree in government from Wesleyan University.

 
 

 

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