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From The Helm
21 minutes | Sep 21, 2021
Moving your business forward through the exit
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.
28 minutes | Jul 2, 2021
2021 Q2 Review
The crew is back to discuss what's on the mind of investors today: rates, peak everything and inflation.
23 minutes | Apr 28, 2021
2021 Q1 Review
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.
28 minutes | Jan 4, 2021
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.
21 minutes | Oct 12, 2020
October 2020 - Q3 Review and Outlook
The crew is back with a timely market update to discuss inflation expectations, double dip recession concerns and of course, the election.
32 minutes | Jul 17, 2020
2020 1st Half Update
29 minutes | Apr 17, 2020
April 16, 2020
8 minutes | Mar 27, 2020
Market Update March 26, 2020
10 minutes | Mar 19, 2020
Market Update and COVID-19 Preparedness
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
12 minutes | Mar 11, 2020
March 9, 2020
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30 minutes | Jan 13, 2020
Spinnaker Trust 2020 Outlook
Jessamyn, Eben, and Tim reflect on 2019 market performance and share their outlook for 2020.
29 minutes | Dec 2, 2019
Interview with Daniel Prince (CFA) of BlackRock
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/
27 minutes | Oct 21, 2019
Quarter 3 Updates and Discussion
Quarter 3 Updates from Jessamyn, Eben, and Tim.
2 minutes | Oct 11, 2019
Introduction to the Podcast
Meet Jessamyn, Ebin, and Tim and discover what to expect from our new podcast, From the Helm.---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.
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