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The Caldwell Trust Company Blog

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

Posted by Sheryl Vieira

The calendar year 2012 may have been a year of surprises, investor worries and disappointments but despite so many bumps in the road, it turned into a classic in terms of equity investments. It would be hard to recall any other year like it in modern times, with all its unique problems in a new economic paradigm before producing decent total return rates to stock investors. A quick glance back gives rise to eleven observations that seem to stand out as food for thought as we begin a new year.

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Topics: Investments, Investment Letter

Noted Estate Planner Natalie Choate Addresses Venice Estate Planning Council

Posted by Sheryl Vieira

The Venice Estate Planning Council and the Community Foundation of Sarasota County sponsored a talk on January 8 by Natalie Choate, an estate planning lawyer with the Boston-based firm of Nutter McClennen & Fish. Wendy Fishman, Caldwell vice president and trust officer, introduced the speaker to members of the Venice Estate Planning Council.

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Topics: Trusts & Estate Planning, Investment Letter

 


 

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