Caldwell Trust Company Blog

Year-end Planning: What's coming?

Nov 30, 2017

As 2017 draws to a close, it’s time to look to 2018 tax planning. This can be important for knowing how much you want to spend, ...

Nov 28, 2017

Equity and bond marketing move higher With five weeks remaining, 2017 equity returns very strong Fundamentals continue to be ...

Nov 20, 2017

Equity markets mixed 10-year Treasury yeild down slightly Wal-Mart psots strong earnings Tax reform legislation winds through ...

Nov 13, 2017

Domestic Markets Trade Down for the Week Telecommunications and Bank Stocks Decline Earnings Season Nearing Conclusion General ...

Nov 6, 2017

Jerome Powell nominated as next Federal Reserve Chairman Tax reform legislation introduced Strong Jobs Report General Electric ...

Nov 2, 2017

Caldwell Trust Company serves as a true fiduciary meaning we hold ourselves to a higher professional standard. Over the past 12 ...

Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

941-926-9336

1561 Main Street
Sarasota, Florida 34236

941-493-3600

1400 Center Road
Venice, Florida 34292