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The Caldwell Trust Company Blog

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

Posted by Sheryl Vieira

RG. ‘Kelly’ Caldwell, Jr., CEO/president of Caldwell Trust Company, was inducted for his second term as president of the Argus Foundation at its annual meeting, held on March 7 in the Francis Ballroom. Outgoing Argus president Michael Quillen of Gecko’s Hospitality Group passed the gavel to the incoming president.

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Topics: Corporate

The Caldwell family celebrates the life of Annette Caldwell

Posted by Kelly Caldwell

In 1944, the Kluchar and Caldwell families lived on neighboring farms in Ohio but Roland,10, had no time for little girls—not even pretty Annette, who was 7. Instead he became friends with her brothers, but a few years later he took a closer look and discovered that “the cute little girl had grown up and was now a beautiful young lady. ”He was instantly smitten, he said.

Years later the boy, now known as  R. G. Caldwell, Senior, co-founder of Caldwell Trust Company, wrote,“For the rest of their lives, the little girl and that little boy moved from being neighbors to friends, to steadies, to engaged, and finally to marriage in 1955. Naval service, time apart and no money—nothing would ever get in the way of a wondrous and adventurous lifetime together, working, raising children, getting a GI Bill college education, living on board their boat in the Bahamas, both eventually founding two successful businesses in Florida, before they retired to their little cabin in the Tennessee Smoky Mountains.”

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Topics: Caldwell Cares

Dividend-Paying Stocks can Provide Long-Term Benefits

Posted by Sheryl Vieira

To achieve optimum results for our clients, we at Caldwell Trust Company employ sound investment strategies based on our extensive experience, backed by research from our internationally recognized research providers and implemented by our sophisticated, proprietary software. We know that you, our clients, consider our results to be the best indicators of our performance. We know, too, that you appreciate learning some of the underlying principles we follow in formulating our strategies.

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Topics: Investment Letter

Tim Videnka Brings Experience and Enthusiasm to Investment Analyses

Posted by Sheryl Vieira

Timothy J. Videnka, CFA, joined Caldwell Trust Company in late 2011 to fill a newly created position as vice president, investments. Now, after 19 months with Caldwell, he says of the job, “I’m never going to be done.”

That nagging feeling that you’re never going to finish your work keeps some people up at night. Not Tim. His enthusiasm is unflagging: “I wake up every morning and say, ‘Let me at it.’” Tim runs the investment side of the business with a team of Caldwell’s experienced staff. Together they try to make
predictions about the unpredictable stock market. “Last year everybody said that the stock market shouldn’t—couldn’t—go higher, but it had a fantastic year,” he says.

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Topics: Corporate, Investment Letter

 


 

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