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The Caldwell Trust Company Blog

How to Start Estate Planning: Managing Your Digital Assets

Posted by Sandy Pepper

Estate planning involves more than just preparing a will or trust to distribute your assets when you die. A solid estate plan should include strategies designed to make the process of winding down your estate and transferring your assets as efficient and organized as possible. In addition to valuable financial assets like real estate, retirement accounts, investments and business assets, your estate plan should also cover your tangible personal property, your life experiences, values and lessons you want to impart to your loved ones.

In today’s electronic age, no estate plan is complete without also referencing your digital assets. This blog post will define and explain what’s included under the “digital assets” umbrella and provide steps you can take to help ensure your wishes for your digital property will be honored. 

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Topics: Digital Assets

Investor Sentiment - Earnings Impress

Posted by Chris McGee, CFA CAIA

  • Domestic equities advance slightly
  • 10-year Treasury yield closes near high for the year
  • Earnings impress
  • Equity market volatility expected to continue

Domestic equity markets advanced about .50% for the week in volatile trading. The majority of S&P 500 sectors turned in positive results with Energy stocks advancing close to 3%. Energy sector stocks have outperformed all other sectors handily over the last month. Consumer Staple stocks turned in the worst performance declining over 4% for the week. The decline can be partially attributed to the poor quality of Philip Morris earnings and the decline of tobacco stocks in general.

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Topics: Market Preview

Reasons You Need a Living Will

Posted by Donna Scaglione, FRP

Most people think of estate planning as the process of having a will and/or trust prepared. While that's an important component of the process, estate planning also involves planning for periods of lifetime incapacity. A living will is an important legal document that should be a part of everyone's estate plan. In this blog post, we will explore what a living will is, who needs one, and what to consider when documenting your health care wishes with a living will.

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Topics: Trusts & Estate Planning

Investor Sentiment - Large Institutions Report Q1 Earnings in Abundance Next Week

Posted by Chris McGee, CFA CAIA

 

  • Broad domestic equity markets are up on the week
  • Banks report strong earnings; shares decline
  • Fundamentals continue to take a back seat to "noise"
  • Large institutions report Q1 earnings in abundance next week

Domestic equity markets were up in aggregate last week as trading volatility continues. The broad market advanced around 2% but year to date results hover around breakeven. Bond markets remain pretty much in a trading range and returns year to date are also around zero. High Yield debt continues to outperform investment grade bonds and the broad fixed income market in general. The yield on the 10-year Treasury rose modesty for the week but remains below 2.9%.

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Topics: Market Preview

Investor Sentiment - Q2 Earnings Season Commences Next Week

Posted by Chris McGee, CFA CAIA

 

  • Equity market volatility continues
  • Treasury yields remain range bound
  • Q2 earnings season commences next week

The volatility in the domestic equity markets continued and intensified last week primarily on talk, speculation, and ultimately uncertainty about tariffs and trade wars. As Don Draper of Mad Men fame quipped “our worst fears lie in anticipation.” Both the Dow Jones Industrial Average and the S&P 500 declined around 1%; NASDAQ 2% on the week. The NASDAQ which has led markets is now flat for the year; Both the Dow Jones Industrial Average and S&P 500 are off in the 3% range for the year. The weekly market action felt worse than it was because of the daily price swings.

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Topics: Market Preview

Investor Sentiment - Fundamentals Strong; Monetary Policy Predictable

Posted by Chris McGee, CFA CAIA

  • Equities slightly negative for the quarter
  • Bond yields higher for the quarter but trending down
  • Fundamentals strong; monetary policy predictable
  • World equity and fixed Income markets down in Q1
  • For now, look for “noise” to dominate fundamentals

The year commenced with the broad domestic equity markets continuing their steady march upward amid little volatility. That scenario ended in late January with a jobs report that was interpreted as inflationary and markets subsequently corrected. The correction was magnified by trading in fairly esoteric volatility products. Equity markets began to recover; however, they have run into the headwinds generated by the Trump administration’s talk on tariffs and the potential for trade wars. Throw in some misbehavior by high profile companies like Facebook and investors are uncertain and nervous.

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Topics: Market Preview

 


 

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