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The Caldwell Trust Company Blog

Market Preview Week of 5/29/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Your Market Update:

  • Summertime historically brings lower trading volume and returns
  • Equities move higher; domestic bond yields back up ever so slightly
  • Traditional retailers on balance continue to disappoint on earnings announcements
  • GDP for Q1 revised upward from initial reading                                           
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Topics: Market Preview

The US is Moving to a Shortened Settlement Cycle

Posted by Kelly Caldwell

On September 5th 2017, the U.S. Securities Settlement Cycle will shorten from “trade date plus three days” or T+3 to T+2. The last time a move was made to shorten the settlement cycle was in 1995, when it changed from T+5 to T+3.  Whereas trading today is almost instant the settlement process is not. This push to a shortened settlement cycle is a beneficial step in aligning these two processes. 

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Topics: Investments

The Benefits of Having a 401k Plan for Your Business

Posted by Tony Blasini, CPC, QPA

Running your own business can be a tough gig, especially when it comes to finding, hiring and retaining the right talent. Employees are like business owners, they make career decisions on what’s best for their financial present and future. And whether you have a 401k plan or not could be a huge factor.

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Topics: Retirement Plan Services



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