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The Caldwell Trust Company Blog

What Are Some Stealth Retirement Moves for the Wealthy?

Posted by Scott Antritt

Retirement procedures and strategies vary slightly depending upon your income bracket. High income earners do not qualify for certain options that are available to those who earn less. There are ways to get around this if you are diligent and consult a professional.

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

Posted by Caldwell Trust

With respect to raising interest rates for the first time in almost a decade, we can’t recall a time when the arguments for and against has been so equally matched.  And we are reminded about the disconnect between economics and markets.  You may recall the depth of the Great Recession when economic data was terrible and stocks began a significant rally anticipating better days ahead.  Now we have had a few years of global economic growth albeit subpar growth and one of the major global growth engines, China is sputtering, teetering on a major slowdown.  Commodity markets have reflected the slowing of China and sent a deflationary impulse to global stock markets.  So, will they or won’t they? 

 

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To Frack or Not to Refrack: That is the Question

Posted by Caldwell Trust

In this investment letter we provide an update on what is happening within the U.S. oil patch and its implications. When scanning news stories recently, we were surprised by the headline “Refracking is the new Fracking”.

We wondered, “What is refracking?” The question seemed rhetorical but worth exploring. The energy sector in the U.S. has been a leader in producing what is described as either disruptive technology or new and better ways of doing things, depending on one’s point of view. Refracking seems to be a clear example of that.

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Topics: Investment Letter

Caldwell Trust Company Hosts Non-Profit Organizations

Posted by Sheryl Vieira


Screen_Shot_2015-09-02_at_1.23.44_PMGiving back to the community that we live, work and play in has always been something that is important to everyone here at Caldwell Trust Company.  In addition to the financial support the company provides, and the personal time and effort many on the Caldwell team contribute to non-profit boards, committees and organizations; Caldwell offers the use of our board room and conference room space in both offices to area non-profit companies our team is involved with. It's just another way we like to give back!

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Topics: Caldwell Cares

How Much Is Enough to Leave Your Children - College Years

Posted by Caldwell Trust

For parents, children’s health and well being are always top-of-mind. This is particularly true in the unlikely, but possible, case of a parent’s passing before the children reach adulthood. Nowadays, adulthood doesn’t simply begin when children hit 18. There is a transitionary period near the college years that can add a great deal to a child’s financial burdens.

While it can be difficult to think about, it’s essential for parents to consider how much to leave their children during these years. This difficult decision is not only manageable but can also lay the groundwork for a bright and protected future for the children involved.

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Topics: Trusts & Estate Planning

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

Posted by Caldwell Trust

Most parents have certain reservations when it comes to leaving money to their children. How much is enough to leave your children? How can you ensure your child will make good decisions with the inheritance?

These questions are especially top of mind when considering the age range from birth to 18. Taking care of your children when you’re gone is top of mind for any parent, but even more so during the stage when your children are most dependent on you for life’s essentials. 

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Topics: Trusts & Estate Planning

 


 

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