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Investment Letter Commentary

With the Dow Jones Industrial Average (DJIA) crossing the 20,000 level we realize what a difference a year can make in domestic ...
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Lee Celebrates 20 Years With Caldwell Trust!

H. Lee Thacker, Jr., CFP, Senior Executive Vice President, Secretary, Trust Officer and very good friend of Caldwell Trust ...
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What Is the Intent Of The Settlor When It Comes To Discretionary Language Within Their Trust?

Every family has their own unique make-up and no two are alike – each member of a family has their own separate distinctions and ...
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