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Wealth Management
Opportunities in Uncertain Times
A depressed stock market holds profits for investors who can overcome their fears.
We are advising our clients to
consider taking capital gains this year. 
Mary Biggs Knauer
First Guaranty Bank & Trust
Senior vice president, trust and investments, Jacksonville
Assets under management: $140 million
Minimum investment: Typically around $500,000
What she likes: Healthcare and information technology stocks. On the fixed side, Biggs Knauer is focusing on short- to medium-term (less than three years) bonds.
What she doesn’t like: Telecom and energy stocks, and she’s lukewarm on financials.
Tax strategy: She’s advising that since most investors will have tax losses this year, it’s a good time to balance the losses by locking in capital gains at today’s low rates.
