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The Caldwell Trust Company Blog

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

Posted by Caldwell Trust

Today, we get a reprieve from the last few days of selling pressure in stocks.  Overnight, China cut interest rates and reduced its reserve requirements for banks, giving a message to stock investors that for the moment, additional liquidity will be added to the Chinese monetary system.  By our count, US stocks as measured by the S&P 500 are down 8% YTD and off more than 10% from the 5/21 highs as of yesterday’s close.  The hallmarks of a correction are: that it is a surprise, comes out of nowhere and catches people off guard.  We have warned consistently, that the risk of a correction had risen and that stocks were overdue. 

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Topics: Investments

Six Retirement Practices to Avoid

Posted by Caldwell Trust

Each year more and more people reach the age of retirement; thus, we are inundated with information about our financial future. While no single plan offers the “right” answer, here are six retirement practices to avoid. 

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Topics: Retirement Plan Services

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

Posted by Sheryl Vieira

Who says fundraising has to be stodgy? Caldwell’s staff felt the love at the “All You Need is Love” Evening Under the Stars, the annual fundraiser sponsored by the State College of Florida (SCF) Foundation on Saturday, April 11, at the college’s Venice campus. Caldwell women flashed heart-shaped sunglasses while men donned round frames à la John Lennon, co-composer (with Paul McCartney) of the 1967 hit song by the Beatles. The company got fully into the theme and captured second prize for its table décor/theme. 

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Topics: Caldwell Cares

Do Stock Market Valuations Indicate Major Turning Points?

Posted by Caldwell Trust

Many a market pundit has recently offered an opinion on stock valuations and most have ruled that the U.S. market is approaching an overvalued state versus its own history. We would generally agree. Yet in our experience, valuations in and of themselves are not enough to affect significant asset allocation changes. In this investment letter we will prove the idea that markets can remain overvalued or undervalued for long periods of time and don’t significantly assist in the timing of allocation changes. In Caldwell’s investment department we like to stick with the data, which never lie. So it’s fitting for us to begin our discussion with a chart courtesy of Ned Davis Research. 

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Topics: Investments

Economic Development Roadshow Takes Interested Guests on Tour

Posted by Sheryl Vieira

As Caldwell Trust Company grows into the Bradenton/ Manatee County area, two of the company’s staff participated in the May 15 Economic Development Roadshow, hosted by the Lakewood Ranch Business Alliance in collaboration with Manatee County Government. Scott T. Antritt, assistant vice president and trust officer, and Sheryl Vieira, assistant vice president of marketing, joined the tour, the first of its kind.

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Topics: Caldwell Cares

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

Posted by Sheryl Vieira

When Roland G. Caldwell established Caldwell & Company in the 1970s, he may not yet have foreseen its successor, Caldwell Trust Company, which was founded in 1993. He most likely never envisioned the mature business it has become today—but he knew what a trust company should be and the high standards required of everyone involved. He formalized his philosophy in a document titled “What We Believe.”

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Topics: Caldwell Cares

 


 

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