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The Caldwell Trust Company Blog

Executive February Summary

Posted by Chris McGee, CFA CAIA

 

For global markets February was largely a continuation of the positive results generated in January only less so. All major Global and Regional indices are positive for the year for both the global equity and fixed income markets. The synchronization of positive global returns is a departure from 2018.

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Topics: Investments

4 Things to Look for When Hiring an Investment Advisor

Posted by Tony Blasini, CPC, QPA

When you hire an investment advisor, you are putting your financial security in the hands of another person. This is not a decision to take lightly, and you need to consider several things to ensure you are making the right decision. After all, your future financial success depends on the actions of your investment advisor, and you want to make sure that those actions are the right ones. Here are some critical factors you need to consider when making your choice.

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Topics: Investments

Common Misconceptions About Partnering with an Investment Advisor

Posted by Gina B. Jordan, CFP® , CTFA

If you’re ready to begin investing or to explore your options, partnering with an investment advisor can be hugely beneficial. Not only do you receive expert guidance regarding opportunities to buy AND sell, but you have someone by your side who has experience with the process itself. Unfortunately, there are a number of misconceptions about working with these advisors, which can keep people from experiencing the extraordinary benefits. Let’s explore a few of these misconceptions and put them to rest.

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Topics: Investments

Your Frequently Asked Questions About Cash Balance Plans Answered

Posted by Tony Blasini, CPC, QPA

Cash balance plans are growing in popularity, with more business owners giving some consideration to offering them as a retirement plan option. According to the 2018 National Cash Balance Research Report, the number of new cash balance plans has increased 15%, while new 401(k) plans have only increased 1%. In fact, cash balance plans now make up 37% of all defined benefit plans, compared with just 2.9% in 2001.

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Topics: Investments

What is a Cash Balance Retirement Plan?

Posted by Tony Blasini, CPC, QPA

The right retirement plan is an essential part of your business. For some businesses, a cash balance plan makes the most sense. This hybrid pension plan combines features of a defined contribution and a defined benefit plan to provide employees a guaranteed income upon retirement.

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Topics: Retirement Plan Services

Executive January Summary

Posted by Chris McGee, CFA CAIA

Global markets rebounded in January recouping some of the losses suffered in Q4 of 2018. All major global and regional markets were positive. Domestically the S&P 500, NASDAQ, and Dow all advanced in the high single digits. The perception of incremental progress on a trade deal with China and a more accommodative Federal Reserve helped boost share prices. Q4 earnings commenced and thus far have largely met downwardly revised revenue and earnings estimates.

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Topics: Investments

The Role Your Retirement Plan Option Plays in Recruiting Top Talent

Posted by Tony Blasini, CPC, QPA

The competition for top talent is fierce in today's job market. One possible differentiator for companies aiming to recruit - and retain - the best and brightest candidates? Retirement plan options. Here’s a closer look at the pivotal role retirement plans can play in enticing top talent, along with tips for building a retirement plan that will improve your outcomes.

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Topics: Trusts & Estate Planning

Year-End Round Up: Our Top Must-Read Posts of 2018

Posted by Kelly Caldwell

As we wrap up 2018, we can’t help but to reflect on the myriad of content we’ve shared throughout the year to help you achieve financial security. We’ve covered everything from estate planning and investing to retirement planning and even protecting your digital assets. With every resource that we create, our goal is that you receive the information, advice and resources you need to make better financial decisions for your future.

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Topics: Retirement Plan Services, Investments, Trusts & Estate Planning, Healthcare

Providing Christmas

Posted by Caldwell Trust

Our Sarasota team coordinated a wonderful giving project for a sweet local family in need...

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Topics: Caldwell Cares

What’s the Value of Working with a Fiduciary Investment Advisor?

Posted by Marci Sweat

Building a nest egg for your retirement years is important, and one of the best ways to do that is by making wise investments. When doing so, however, it’s important to partner with someone you can trust to help you make the right decisions. While you may expect all financial advisors to have your best interest in mind, there is only one type that is legally responsible to do so. They are called fiduciary investment advisors.

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Topics: Investments

 


 

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