Caldwell Trust Company Blog

What Does a Trust Company Do?

Guide to Estate Planning for Business Owners

Executive March Summary

The Difference Between Using a Trust Company as an Investment Manager vs. a Broker

Millennial Habits and the Impact on Their Financial Security

How to Protect Your Social Media Assets

Executive February Summary

4 Things to Look for When Hiring an Investment Advisor

Common Misconceptions About Partnering with an Investment Advisor

Your Frequently Asked Questions About Cash Balance Plans Answered

What is a Cash Balance Retirement Plan?

Executive January Summary

The Role Your Retirement Plan Option Plays in Recruiting Top Talent

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

Providing Christmas

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

Sheryl Vieira of Caldwell Trust Company is honored as a finalist for national PR People ‘Marketer of the Year’ Award

Retirement Planning Options for Your Business: The Difference Between Cash Balance and 401(k) Plans

How To Turn Your Estate Plan Into A Legacy Plan

Is a Cash Balance Plan Right for My Business?

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

How to Calculate the True Cost of College

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

The Cost of Leaving No Will and Why Everyone Needs One

Florida Public Relations Association Honors Sheryl Vieira

Special Market Commentary

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

Luis Morales Finishes First Year of FBA Trust School

A Breakdown of Key Elements Inside an Estate Plan

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

Building An Adequate Fund Line-Up for Your Company's 401(K) Plan

Monthly Market Commentary: September 2018 Recap

Participant Loans in Defined Contribution Plans: Key Pros and Cons for Your Business

What Happens If You Don't Have an Estate Plan?

Estate Planning Terms Defined: Will, Trust, Power of Attorney, Letter of Instruction, and More

Profit Sharing Plan Allocations – What’s Best for My Plan?

We Live in the Future: Plan for Digital Asset Management

Investor Sentiment August 28 2018: Dow Jones Industrial Average up .47% for the Week

Tips for Having Conversations with Your Family About Estate Planning

Investor Sentiment August 21 2018: Health Care Stocks Suddenly Performing Well

Alan H. Blair Celebrates 10 Years with Caldwell Trust

Investor Sentiment - Monthly Summary - August 2018

Investor Sentiment - Strong Initial Q2 GDP Numbers Released

5 Life Occurrences When Your Estate Plan Should Be Updated

Investor Sentiment - Q2 Earnings Coming in Strong

What You as an Employee Should Know About Retirement Plan Rollovers: Options, Steps, and Considerations

Additional Tax Reform in Sight?

Investor Sentiment - Signs of Economic Growth and Inflation Accelerating

Your Digital Assets Can Be Protected: Here's 5 Assets To Consider Including When Estate Planning

Investor Sentiment - Major Equity Market Indices All Advance

Executive Summary - Monthly Market Commentary June 2018

Caldwell is Ranked Top 25 in the State

Investor Sentiment - And More Tariff Talks

The Top Assumptions You Shouldn't Be Making About Your Estate Plan

Investor Sentiment - Tariff Talks

Set Your Wishes for Medical Care: Living Will and Health Care Power of Attorney

Investor Sentiment - Strong Week for Domestic Equity Markets

Investor Sentiment - Monthly Summary - May 2018

Investor Sentiment - Energy Stocks Rally

Is It Better to Have a Will or a Trust?

Investor Sentiment - Market Fundamentals Remain Strong

Investor Sentiment - Market to Date

Investor Sentiment - 10-Year Treasury Temporarily Breaks Through 3%

How to Start Estate Planning: Managing Your Digital Assets

Investor Sentiment - Earnings Impress

Reasons You Need a Living Will

Investor Sentiment - Large Institutions Report Q1 Earnings in Abundance Next Week

Investor Sentiment - Q2 Earnings Season Commences Next Week

Investor Sentiment - Fundamentals Strong; Monetary Policy Predictable

The Pros and Cons of Robo-Advisors vs. Personal Advice

Investor Sentiment - Trade Tensions and Facebook Dominate Financial Press

Caldwell Trust Wins Silver Addy For Excellence in Advertising

Investor Sentiment - Markets Focused on Economic Growth, Inflation, and Rates

Investor Sentiment - Equity Markets Rally on Strong Jobs Report

Investor Sentiment - Equities Continue Their Recovery

Investor Sentiment

Investor Sentiment

Market Preview Week of 2/5/18 - Investor Sentiment

Market Preview Week of 1/29/18 - Investor Sentiment

Understanding the Difference Between a Legal Will and an Estate Plan

Market Preview Week of 1/22/18 - Investor Sentiment

Market Preview Week of 1/8/18 - Investor Sentiment

6 Ways To Mine Tax Breaks Year Round

Market Preview Week of 12/18/17 - Investor Sentiment

Market Preview Week of 12/11/17 - Investor Sentiment

What Happens To Your Digital Legacy When You Go?

Market Preview Week of 12/04/17 - Investor Sentiment

Year-end Planning: What's coming?

Market Preview Week of 11/27/17 - Investor Sentiment

Market Preview Week of 11/20/17 - Investor Sentiment

Market Preview Week of 11/13/17 - Investor Sentiment

Market Preview Week of 11/06/17 - Investor Sentiment

Do You Come First with Your Financial Advisor?

Market Preview Week of 10/30/17 - Investor Sentiment

Market Preview Week of 10/23/17 - Investor Sentiment

It's Official -- the 2018 401(k) Contribution Limit Is Increasing

{INFOGRAPHIC} Evaluate Your Company's 401(k)

Market Preview Week of 10/16/17 - Investor Sentiment

6 Misconceptions About Retirement Best Practices

Market Preview Week of 10/9/17 - Investor Sentiment

Market Preview Week of 10/1/17 - Investor Sentiment

Market Preview Week of 9/25/17 - Investor Sentiment

Are You Losing Sleep Over Your Finances?

Market Preview Week of 9/18/17 - Investor Sentiment

Could Selling Your Business be Enough for Your Retirement?

Market Preview Week of 9/12/17 - Investor Sentiment

Office Hours following Hurricane Irma

Gentle Reminder to Obtain Cash Prior to Storm

Don’t Let Money Take Control of Your Retirement

Market Preview Week of 8/28/17 - Investor Sentiment

Your Essential Estate Planning Documents to Gain Peace of Mind (Part 2)

Market Preview Week of 8/21/17 - Investor Sentiment

Saluting George Donald Fraley and The Wilson-Wood Foundation

Market Preview Week of 8/14/17 - Investor Sentiment

7 Common Mistakes you find in Retirement Plans

Market Preview Week of 8/7/17 - Investor Sentiment

The Importance of Knowing Who is Administering Your Company 401k

Market Preview Week of 7/31/17 - Investor Sentiment

Market Preview Week of 7/24/17 - Investor Sentiment

6 Smart Spending Habits to Pass Down to Your Children

Market Preview Week of 7/17/17 - Investor Sentiment

Your Essential Estate Planning Documents to Gain Peace of Mind (Part 1)

What Employers Need to Know About 401(k) Rollovers

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

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

To Match or Not to Match

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

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

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

The US is Moving to a Shortened Settlement Cycle

The Benefits of Having a 401k Plan for Your Business

Caldwell Trust Company hires Tony Blasini as VP, employee benefits

The Importance of a Fiduciary: What You Need to Know

Investment Letter Commentary

Lee Celebrates 20 Years With Caldwell Trust!

What Is the Intent Of The Settlor When It Comes To Discretionary Language Within Their Trust?

Why We Endorse Pro Growth Policies

Tony Robbins Explains What a Fiduciary Is

A Brief Investment Comment

This Week We Say and Give Thanks

Today We Salute Our Veterans for their Service

Caldwell's Post Election Thoughts - A Stunning Victory

In The Blink of An Eye…Life Changes

The Bucket Theory: Managing Freshman Year of College

The Cost of Carrying Debt: "Uncle Sam Needs a Refi"

What Is the Role of a Fiduciary?

June Employment Report

Celebrating Our Great Country

Bremain Turns into Brexit: Keep Calm and Carry On

The Big Three: The Dollar, Oil, and the Fed

Caldwell Trust Company hires seven new employees; 65% staff increase since 2011 reflects company’s continuing growth

Managing the Impact of Wealth for Future Generations

Pfizer and Allergan Merger Terminated

Estate Planning: Don’t Overlook Asset Titling

Raising Financially Independent Children

How Much Is Enough to Leave Your Children - Marriage / First Home / First Business

Choosing a Retirement Plan: Is a Defined Benefit Plan Right for You?

How Important Is a Living Will and Why?

How to Access Retirement Funds Early, Without Penalty

Advocating for Life: Designating an Elder Care Coordinator

How Much Is Enough to Leave Your Children - The Apprenticeship Years

The Difference Between a 401(k) and 403(b) Qualified Retirement Plan

How to Plan Your Retirement Withdrawal Strategy

Sandra L. Pepper joins Caldwell Trust Company as vice president and senior trust officer

Avoiding a Guardianship: 4 Steps You Can Take Today

3 Things to Consider When Choosing a Trust Company

Caldwell Trust Company is honored to have Thomas Stuhley join as our newest board of director

Did You Know Your Email is Your Personal Diary? Scary isn't it?

Which Documents Do I Need to Keep Forever?

What do you need to know about retirement funding?

Bank Statements - To Keep or to Trash?

Which Tax Documents Do I Need to Keep?

Caldwell Trust Company Sarasota Location

What Are Some Stealth Retirement Moves for the Wealthy?

Market Snapshot - The Fed: Will They, Won’t They, If Not Now, When?

To Frack or Not to Refrack: That is the Question

Caldwell Trust Company Hosts Non-Profit Organizations

How Much Is Enough to Leave Your Children - College Years

How Much Is Enough to Leave Your Children - Birth to 18

Market Snapshot - Big Trouble in Little China...Maybe

6 Retirement Practices to Avoid

"Evening Under the Stars" Funds Scholarships, Programs at SCF

Do Stock Market Valuations Indicate Major Turning Points?

Economic Development Roadshow Takes Interested Guests on Tour

Roland G. Caldwell's Words Now Displayed at Entrance to Headquarters

What Kind of Returns Are You Expecting?

Employer: Is Your 401(k) Putting You at Risk?

Leonard Nagel joins Caldwell Trust Company as Senior Vice President and Chief Technology Officer

Florida Banker Magazine Features Caldwell Trust Company

Don’t Short a Dull Market - There is Something for Everyone

Students at Venice High School Meet Economist Stephen Moore

Unwitting Mentors

6 Things You May Not Know About Annuities

Market Snapshot: Merger Mania Continues

What Your Family Needs to Know About Your Timeshare

The Responsibilities of a Fiduciary

Who Gets Custody Of My Assets?

How Much is Enough to Leave for your children – the Bucket Theory

Your Local Sarasota Trust Company

Liable for Your Company's 401k Plan and You Don't Even Know It?

Who Should Have Copies of My Personal Financial Organizer?

Tidewell and Caldwell, helping people live better lives

Do I Need New Estate Planning Documents When I Move to Florida?

Where to Safely Keep a Personal Financial Organizer

Why Audit Yourself?

The Importance of Maintaining a Personal Financial Organizer

How to Keep Track of Your Real Estate Holdings

Do I Need a Safety Deposit Box?

How to Protect Your Retirement from Major Illness

How Often to Update Your Personal Financial Organizer

Tips for High Income Earners to Lower Their Taxes in 2015

There's No Place Like Home: Your Financial Planning is Key

Christopher N. Gray Serves As a Director Because ‘Caldwell Cares.’

Caldwell Trust Promotes Sheryl Vieira to Assistant Vice President of Marketing

Caldwell Trust Company wishes you a Happy New Year! Please Enjoy our Year-in-Review Video!!

Caldwell Trust Company moves into new corporate headquarters

Thackers, Caldwell Trust support “Inspire A Child” at Robert and Joan Lee Boys & Girls Club

Stocks still the asset class of choice; correction afoot?

Kathleen Toale shares Caldwell’s commitment to family and financial goals

Fido…What Will Happen to Him Once I’m Gone?

Home for the holidays: Caldwell Trust Co. moves into new headquarters

James R. Woods, director of Caldwell Trust, keeps right on working even after retirement

Tidewell Hospice nominates Jan Miller as Outstanding Fundraising Volunteer

Savers Reap the Rewards of Their Retirement Thrift Early

2015 Estate Tax Exemption Amount Increases

Sonya Kristie, Assistant Vice President and Trust Officer

How Does a Winter Resident Prove Florida Residency? Consult with a Licensed Florida Trust Company

Caldwell Trust has significant fee reductions for retirement benefit plans

Market Snapshot - Malthusian? Economic choices must be at work

5 Benefits of a Non-Family Member Trustee

Caldwell Trust has become a trust leader and we intend to remain one

Legal experience in addition to being a trust officer helps our clients

Appoint a Trustee or Take Advantage of the Popular Prepaid Florida College Plan

Tim Videnka of Caldwell Trust Company Speaks of Significant Wealth

3 Important Professionals to Contact in an Emergency

Constructing Your Financial Organizer

Highest Standard of Excellence Awarded: Scott Antritt, Caldwell Trust

Hello IRS - Is That Really You?

Market Snapshot: The Financial Market is Overdue for a Sell Off

Wealth Management: How to Handle an Inheritance of Any Size

How to Help Aging Parents Protect Their Financial Assets

Top Five Steps to Protect Your Assets During An Economic Downturn

Five Tips to Keep Your Financial Assets Safe from Inheritance Tax

Keep It or Shred It: How Long to Keep Income Tax Returns Around

Trusts & The Benefits: How to Make Sure Your Children Don’t Treat Their Inheritance Like They Won the Lottery

Giving from the Heart and Receiving Thanks

Returning the US to Robust Economic Growth

Lee Thacker Jr. is named senior executive vice president

How an Investor Can Protect Against Fraud and Institutional Failure

Who Will Take Care of Me When I'm Older?

Charitable Plan: You Have a Big Heart AND Substantial Assets but No Next of Kin to Leave it To

Retirement: How Can I Make Sure I Don’t Outlive My Money?

How Can I Help My Granddaughter Pay for College?

When Does It Make Sense to do Stock Buybacks?

Caldwell is Honored to be Awarded 2014 Large Business of the Year

Caldwell Trust Company Creates Scholarships at the State College of Florida

Organizational Changes at Caldwell Trust Company

John Booth Brings Common-Sense Approach to Handling the Trust Business

Dr. Arthur B. Laffer presents his thoughts on the state of our economy

Caldwell Trust Cares: Tidewell Hospice

Florida Gov. Rick Scott Appoints Caldwell Board Chair James F. Gabbert

Susan Hines teaches Students about Stocks and Investments

2013 Was a Strong Year for Caldwell Trust Company

Stocks in 2014 lag 2013's stellar performance; maybe that's good

New Venice headquarters needed for growth of Caldwell Trust Company

Caldwell cares about its community...and the community responds

J. Mack Reid Brings Talent, Experience and Pride to Caldwell

As the Company Grows; so does our Operations Department

The Stock Markets: Nice run in 2013! What might 2014 hold?

Florida Center for Early Childhood surprises Caldwell Trust staff

Vice President/Trust Officer Jan Miller Helps Guide Growth of Caldwell Trust Company

J. Mack Reid is named to Caldwell Trust Company Board of Directors

The Fed, the Economy, the News: When Bad News is Good, When Good News is Good

To Taper, or Not to Taper: That is the Question

Caldwell Trust Officer Sonya Dlug, Marking 10th Anniversary

Special Report - 53rd Annual Laffer Conference Provides Overview of Economy

Investors May Now Benefit from the Power of Compound Earnings

Susan H. Hines, J.D., joins Caldwell Trust Company as Vice President and Trust Officer

H. Lee Thacker receives 2013 “Maytag® Dependable Leader” Award

R. G. ‘Kelly’ Caldwell, Jr. is installed as president of Argus Foundation

The Caldwell family celebrates the life of Annette Caldwell

Dividend-Paying Stocks can Provide Long-Term Benefits

Tim Videnka Brings Experience and Enthusiasm to Investment Analyses

2012 Investment Review: a year of worries —and unexpected gain

Noted Estate Planner Natalie Choate Addresses Venice Estate Planning Council

Caldwell Trust Company - What We Believe

Caldwell Trust Cares About its Community

2013: Caldwell Trust Company turns 20

Why Good Policies Lead to Better Market Returns

Caldwell Trust Co, Walmart, FHFH find unique way to feed the hungry

How to Guide Company Growth: James Gabbert of Caldwell Trust Company

Caldwell Trust Company Celebrates 15 Years

Caldwell Trust Company: Investment Letter October 2006

Southwest Florida real estate market changes

Maximizing returns on invested wealth

Economist Dr. Arthur Laffer and The Laws of Supply and Demand

Economic expansion and its attendant benefits remain as the only hope

Elemental changes altering the way investors are responding

Investing Smartly Mandates Changes

Fed, Oil and Iran: Reasons for the recent softness in stock prices

Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336

1561 Main Street
Sarasota, Florida 34236

Venice Office

941-493-3600

1400 Center Road
Venice, Florida 34292