The Caldwell Trust Company Blog

Special Report: Observations from the 57th Laffer Conference in D.C.

Posted by Chris McGee, CFA CAIA

Once again, we had the opportunity to attend Dr. Art Laffer’s conference in Washington D.C. and we will save you the suspense on the political atmosphere in Washington. The only bipartisan consensus we observed happened when it was announced that a Special Counsel had been appointed to investigate Russian interference in the 2016 election. Support for the move by the Justice Department came from both sides of the aisle. Little agreement and a lot of contention was evident for the balance of the conference that focused on presentations by numerous representatives and senators, as well as Vice President Pence and Office of Management and Budget Director Mulvaney.

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Topics: Corporate, In the News

Market Preview Week of 6/12/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Your Market Update:

  • High profile Technology stocks decline meaningfully Friday
  • S&P 500 slightly lower for the week
  • Monies rotate into Energy and Financial issues
  • Expect rate hike by the Federal Reserve Open Market Committee next week. 
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Topics: Market Preview

To Match or Not to Match

Posted by Tony Blasini, CPC, QPA

When it comes to developing your company’s 401k, there’s a lot that needs to be determined. But while you’re deciding whether or not your plan will accept 401k rollovers and how to charge employees fees in a way that’s fair, you also need to consider whether or not you’ll make an employer contribution. Your company isn’t legally obligated to do so, and that means you need to know if matching employee contributions is beneficial to your business.

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Topics: Retirement Plan Services, Corporate

Caldwell Trust Company Takes Home Top Honors at 2017 Frank G. Berlin, Sr. Small Business Awards

Posted by Sheryl Vieira

We're completely honored to have been awarded "Small Business of the Year," as well as "Professional Services Business of the Year."

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Topics: Caldwell Cares, Corporate

Market Preview Week of 6/5/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Your Market Update:

  • Global market returns largely positive in 2017 through May
  • Both stocks and bonds positive for the week
  • A few stocks disproportionately impacting S&P 500 performance
  • High Yield bonds continue to outperform the broad domestic bond market                      
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Topics: Market Preview

Market Preview Week of 5/29/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Your Market Update:

  • Summertime historically brings lower trading volume and returns
  • Equities move higher; domestic bond yields back up ever so slightly
  • Traditional retailers on balance continue to disappoint on earnings announcements
  • GDP for Q1 revised upward from initial reading                                           
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Topics: Market Preview

The US is Moving to a Shortened Settlement Cycle

Posted by Linda Bair

On September 5th 2017, the U.S. Securities Settlement Cycle will shorten from “trade date plus three days” or T+3 to T+2. The last time a move was made to shorten the settlement cycle was in 1995, when it changed from T+5 to T+3.  Whereas trading today is almost instant the settlement process is not. This push to a shortened settlement cycle is a beneficial step in aligning these two processes. 

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Topics: Investments

The Benefits of Having a 401k Plan for Your Business

Posted by Tony Blasini, CPC, QPA

Running your own business can be a tough gig, especially when it comes to finding, hiring and retaining the right talent. Employees are like business owners, they make career decisions on what’s best for their financial present and future. And whether you have a 401k plan or not could be a huge factor.

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Topics: Retirement Plan Services

Caldwell Trust Company hires Tony Blasini as VP, employee benefits

Posted by Sheryl Vieira

Caldwell Trust Company has hired Tony Blasini, CPA, QPA, as vice president, employee benefits, according to R. G. “Kelly” Caldwell Jr., CEO and president. Blasini is based in the company’s headquarters in Venice. 

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Topics: Corporate

The Importance of a Fiduciary: What You Need to Know

Posted by H. Lee Thacker, Jr., CFP

When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you can hire fiduciaries to act with your best interests in mind and make decisions on your behalf based on their knowledge and area of expertise.

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Topics: Investments, Trusts & Estate Planning

 


 

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