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The Caldwell Trust Company Blog

Caldwell Trust Company moves into new corporate headquarters

Posted by Sheryl Vieira

Caldwell Trust Company moved into its new headquarters at 1400 Center Road, Venice, just before the holidays and starts the new year in its new building—but one thing is not new and will never change. That’s the company’s commitment to its core values, said R. G. “Kelly” Caldwell, Jr., CEO and president. “We will always be personal, traditional and independent, and we will remain faithful to ‘What We Believe,’ our founding principles. We have a plaque with these principles inside our grand foyer, where we see them every day,” he said.

A Paver brick walkway amid decorative plantings leads to the oversized front doors, which open on that 1,500-square-foot, 17-foot-high, marble-floored grand foyer. The  Italianate-styled, one-story building is set on four acres of a ten-acre, park-like setting with a 55x25-foot garden courtyard and two parking lots. The structure has a 26-foot tall parapet in the center but is generally 18 feet tall, with 17-foot ceilings for  the foyer and main conference room. Designed as a multifunction facility, the $3 million building’s classic look belies the sophisticated, high-technology equipment within. Kelly Caldwell said that construction exceeded code requirements for the 11,500-square-foot building, enabling it to withstand winds of up to 180 miles per hour. It contains a concrete-encased vault to protect valuable records.

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

Posted by Sheryl Vieira

If you don’t know where you are going, any road will get you there.” That was sound advice over a century ago from Charles Lutwidge Dodgson, a mathematician, deacon, photographer and writer. One of his chosen roads benefitted youngsters: Under the pen name of Lewis Carroll he wrote Alice’s Adventures in Wonderland, Through the Looking-Glass and other books loved by children.

Fittingly, H. Lee Thacker Jr. and Suzanne B. Thacker have chosen Carroll’s advice for a plaque they donated to the Robert and Joan Lee Boys & Girls Club of Venice as part of its “Inspire A Child” initiative. The program has been designed to raise the final $100,000 needed to retire the mortgage for the $4.5 million club building, which opened at 920 Gulfcoast Boulevard in 2007. “Lee’s vision and leadership were instrumental in creating and financing that Club,” says J. Mack Reid, then-CEO and president of Boys & Girls Clubs of Sarasota County and now a member of Caldwell’s board of directors. “We couldn’t have done it without him.”

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Topics: Caldwell Cares

Stocks still the asset class of choice; correction afoot?

Posted by Caldwell Trust

With three quarters of 2014 complete and the beginning of a market correction materializing, we are reminded of how resilient the U.S. economy has been this year, despite signs of weakness in Europe and China. This is against the backdrop of the Federal Reserve Board unwinding its bond purchases while giving us little that is definitive regarding when it will raise interest rates. The Fed says, “It will be appropriate to maintain the current target range for the federal funds rate for a considerable time after the asset purchase program ends.”
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Topics: Investments

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

Posted by Sheryl Vieira

Kathleen Toale became a director of Caldwell Trust Company in 2009,after she and David, her husband of 36 years, retired from the second generation of management of Toale Brothers Funeral Home and Crematory. They placed the 100-year-old business—the oldest family-owned funeral home in Sarasota and Manatee counties—in the hands of the third generation.

“It was time to make two more places at the table,” she said. She had worked at Toale Brothers from 1979 through 2006. For 24 of those years she was also the Florida executive director for Trust 100, a national network of independent and family-owned funeral homes.

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Topics: Corporate

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

Posted by Jan Miller

You may never have asked yourself what would happen to your beloved pet when you do,  in fact, pass. Many of us don’t think that our pets will outlive us, but it happens all too often. So how can you plan for the care of your loyal companion when you pass?

Choose Wisely

Be careful when choosing a caretaker for your pet. You may not choose the dog whisperer but you’ll want to come pretty close. The person you designate as your backup, should you die before your pet does, needs to be good at loving your pet as you would. Be sure to choose an alternate caregiver as your first choice may not be available if and when the time comes for your pet to find a new home in your absence. Before making it official, talk with your designated caregiver and alternates to assure they are willing to take on the responsibility of your pet.

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Topics: Trusts & Estate Planning

 


 

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