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The Caldwell Trust Company Blog

Digital Wealth: How to Protect Your Online Business in the Long Run

Posted by Scott Antritt

If you’re like most online business owners, you’ve likely invested a lot of time, resources and energy into your online business. But have you ever stopped to wonder what will happen to your business if you die? While running an online business may differ from running a brick-and-mortar operation in many ways, there’s at least one critical commonality: owners need a plan in place to protect both the business and their loved ones in the event of their own death. Enter digital estate planning.

Here’s a closer look at what all online business owners should know about safeguarding their business with a digital estate plan.

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Topics: Digital Assets, Trusts & Estate Planning

How to Calculate the True Cost of College

Posted by Caldwell Trust

If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter. The costs of college fluctuates year by year, with expenses consistently rising. According to The College Board, the average price of tuition and fees have gone up more than $7,000 over the past 10 years at four-year private colleges and universities. That figure has outpaced inflation by more than 3 percentage points. In fact, the cost in 2018-2019 is about $9,716 for an in-state public college, and about $35,676 for private colleges.

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Topics: Investments

Caldwell Trust Company Marks 25 Years of Service, Quietly Delivering Strong Results, Stability, and Peace of Mind

Posted by Sheryl Vieira

We live in unquiet times, distracted by a 24/7 news cycle of “breaking news,” manipulative phone calls from solicitors and scammers, slick sales pitches in our mailboxes, and so much else. At times we may feel that the sand is shifting beneath our feet. In truth, very little of the noise brings any benefit, despite the attention it demands.

At Caldwell Trust Company we’re delighted to be different. For the past twenty-five years we’ve provided our clients with a reliable antidote to the confusion. After learning your personal needs and wishes we carry them out quietly and unobtrusively. We put you on solid ground, bringing you the benefits without the bother. Our superb staff replaces those troublesome intrusions with peace of mind.

Our record of successfully serving our clients is the reason we’ve survived, thrived, and continued to grow for a quarter of a century. We’ve expanded through a controlled, carefully planned strategy that will carry us into the next twenty-five years. As we grow, our challenge is to remain true to our family-focused culture.

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Topics: In the News, Corporate

The Cost of Leaving No Will and Why Everyone Needs One

Posted by Wendy Fishman


If you don’t have a will, you’re far from alone. In fact, a 2017 Caring.com study reveals that 60% of Americans don’t have wills for a variety of reasons, including not wanting to think about such a difficult topic, lack of time, no kids, and having a small estate. There are even celebrities who fall into this category, including Prince and Aretha Franklin who recently passed without leaving a will.

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Topics: Trusts & Estate Planning

Florida Public Relations Association Honors Sheryl Vieira

Posted by Caldwell Trust

The Central West Coast Chapter of the Florida Public Relations Association (CWC-FPRA) surprised Sheryl Vieira, Caldwell’s Vice President of Marketing and Public Relations, with its highest honor, the Ginnie Duffy Troyer Award of Professionalism, at its annual meeting at Sarasota Yacht Club. The award is named in honor of former Central West Coast Chapter member and FPRA State Association President Ginnie Duffey Troyer, APR, CPRC. 

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Topics: In the News

Special Market Commentary

Posted by Chris McGee, CFA CAIA

The Bottom Line - - We continue to be optimistic and have advocated not taking any drastic action during this period of heightened volatility and decline. We believe that this environment will persist through the elections in two weeks but that the bias is ultimately to the upside. In our view, the current market environment presents a buying opportunity. Many stocks have been put on sale and we will continue to seek out solid companies with decent prospects for the future. We believe fixed income investing will continue to be difficult but that opportunities still exist in short term securities tied to increasing interest rates, low volatility portfolios, and high yield bonds.  

 

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Topics: Market Preview

Worth the Risk: How Millennials Can Overcome the Fear of Investing

Posted by Kimberly Evener

While one-third of all millennials say they invest in the market, more than half of Millennials, who lived through the Great Recession, claim they will never be comfortable with investing in the stock market. Along with discomfort, lack of funds and poor financial literacy keep this generation from trusting the market. However, investing is a proven way to bolster financial security long-term, and there are ways to equip Millennials with the tools and knowledge they need to be financially secure now and later on in life.

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Topics: Investments

Luis Morales Finishes First Year of FBA Trust School

Posted by Caldwell Trust


Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, which provides an intensive, in-depth program focusing on trust matters. Luis joined Caldwell earlier this year as a trust associate and is based in the Sarasota office.

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Topics: In the News

A Breakdown of Key Elements Inside an Estate Plan

Posted by Gina B. Jordan, CFP® , CTFA

Estate planning is something that people know they should do, but most never do it. In fact, nearly 60% of adults lack important estate-planning documents, according to a Caring.com study.

Although it may be uncomfortable, estate planning has a positive impact in your time of need, giving you and your family reassurance that your wishes will be carried out upon your death. If you don’t have an estate plan in place, you risk giving the court control over how your assets are distributed, or worse even, your entire estate can go to the state. In either case, you may cause your grieving family a great deal of stress and trouble that could have been avoided with an estate plan.

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Topics: Trusts & Estate Planning

Market Preview for Week of 10/15/18 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Executive Summary:

  • Domestic equities decline meaningfully
  • Global markets generally fare worse
  • Equity markets repricing after rates rise

Let’s dispel some topical misperceptions regarding last week’s sell-off in the domestic equity markets.

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Topics: Investments, Market Preview

 


 

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