In Episode 3 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust is joined by Fran Amato, CFA and CFP for First Wealth & Trust and Travis Shaw, Trust Investment officer at First Wealth & Trust to discuss the Santa Claus Effect.

You will hear the elements of a good investment strategy and how they relate to or contrast with the Santa Claus Effect. They will also share how they measure the success of an investment strategy, plus what philosophies and expertise allow the team at First Wealth & Trust to provide tailored services to their clients.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

In episode 2 of Chimes & Dimes presented by First Wealth & Trust in Winter Garden, you will learn about estate planning, probate, wills, trusts and more. You’ll hear from both attorneys and realtors to understand the key differences between wills and trusts and what you should consider when making a plan for your family. In this episode Pete Baksh, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Jennifer Bondy, Principal Attorney at Bondy Law, and Lana Larrivee, a Licensed Residential Realtor.

Chimes & Dimes was filmed on location at the SOBO Gallery in historic downtown Winter Garden, Florida. The Winter Garden Art Association is a 501c3 non-profit association with the objective of expanding public access to art by maintaining a facility and programs that nurture the individual and foster growth in the arts.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

“We’re going to be available for our customers when they need us.” ~ John D. Pease IV

In episode 1 of Chimes & Dimes presented by First Wealth & Trust in Winter Garden you will learn some of the basics about trusts, estate planning, the advantages of working with a local bank, the inspiration behind this podcast and more. Plus meet a few of the key members of the team including Chief Investment Officer Pete Baksh, VP & Trust Officer Alice Taft and President of First Wealth and Trust in Winter Garden John D. Pease IV.

Chimes & Dimes was filmed on location at the SOBO Gallery in historic downtown Winter Garden, Florida. The Winter Garden Art Association is a 501c3 non-profit association with the objective of expanding public access to art by maintaining a facility and programs that nurture the individual and foster growth in the arts.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.