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The Caldwell Trust Company Blog

Caldwell is Ranked Top 25 in the State

Posted by Sheryl Vieira

Florida Trend Magazine — “The Magazine of Florida Business” — has named Caldwell Trust Company to its “Top Rank Book of Lists” for trust companies. The designation, for “Top Trust Banking Firms,” places Caldwell among the Top 25 in the State.

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Topics: In the News

Investor Sentiment - And More Tariff Talks

Posted by Chris McGee, CFA CAIA

  • Equity markets decline
  • The 10-Year Treasury yield drops slightly
  • NASDAQ declines over 2% for the week
  • Trade war and tariff talk hang over capital market action

All three major domestic equity indexes declined last week as tariff and trade war rhetoric intensified. From a quantitative perspective the tariffs threatened and imposed thus far by the Trump administration and our trading partners are immaterial within the context of aggregate global economic activity. The uncertainty it manifests for the capital markets and business is the larger point. Pundits are busy assessing various scenarios and outcomes. The headlines should continue for now. Hopefully, the commencement of Q2 earnings season in early July will offer a respite.

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Topics: Market Preview

The Top Assumptions You Shouldn't Be Making About Your Estate Plan

Posted by Gina B. Jordan, CFP® , CTFA

When it comes to estate planning, there is no shortage of good information available if you know where to look for it. However, there are also several common misconceptions people have that need to be dispelled.

Here are the top four worst assumptions you can make about estate planning:

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Topics: Trusts & Estate Planning

Investor Sentiment - Tariff Talks

Posted by Chris McGee, CFA CAIA

  • Tariff talks negatively impact markets Friday
  • NASDAQ still leads broad domestic markets
  • FOMC raises short term rates by .25%
  • Uneventful week that could have been eventful

Considering the news flow last week markets were amazingly quiet on continued subdued volatility. From a market perspective both the conclusion of the G-7 summit and President Trump’s meeting with North Korea early in the week were both uneventful. The Federal Reserve Open Market Committee (FOMC) did raise short term interest rates by .25% on Wednesday but the move was highly anticipated. The only market moving news was President Trump’s announcement Friday regarding trade tariffs on China. Domestic equity markets traded down on Friday morning subsequent to the news being released as did the yield on the 10-Year Treasury bond.

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Topics: Market Preview

Set Your Wishes for Medical Care: Living Will and Health Care Power of Attorney

Posted by Gina B. Jordan, CFP® , CTFA

Estate planning involves more than simply identifying what will happen to your assets when you die; it also encompasses planning for periods of lifetime incapacity. A living will and a health care power of attorney are both documents designed to give you peace of mind, knowing your health care wishes will be honored and your loved ones will not need to deal with the stress of trying to determine what your wishes are, if you reach a point where you cannot speak for yourself to make your own wishes known.

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Topics: Trusts & Estate Planning, Living Wills

Investor Sentiment - Strong Week for Domestic Equity Markets

Posted by Chris McGee, CFA CAIA

  • High Yield Returns Turn Positive
  • 10-year Treasury Yield Remains Below 3%
  • Next Week Potentially Eventful

After last week the NASDAQ is up close to 11% for the year, the Dow Jones Industrial average rose 2.77%, and the S&P is up 3.94% for the year. It was a strong week for the domestic equity markets. Many explanations have been offered up in the financial press for the strong move up last week. The week wasn’t particularly newsworthy but perhaps investors tired of the relentless negativity and back-and forth on trade and geopolitical issues and realized that market fundamentals are pretty good and actually continue to improve domestically. Preliminary data provided by FactSet now call for earnings growth on a year over year basis of 19% in the second quarter. If achieved, it would be the second-best growth rate in seven years. Much like investors becoming increasingly unimpressed with the positivity of Q1 earnings they have become numb to the news flow out of Washington.

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Topics: Market Preview

Investor Sentiment - Monthly Summary - May 2018

Posted by Chris McGee, CFA CAIA

  • Global market returns through May mainly muted
  • NASDAQ market leadership continues domestically
  • 8 of 11 S&P sectors negative for the year
  • 10-year Treasury yield bias i supward

Major global market indices through the end of May have year-to-date returns clustering around zero with the exception of the NASDAQ which has posted gains of nearly 8% year to date. Of note domestically, both mid cap stocks and small cap stocks are outperforming larger cap stocks. The S&P MidCap 400 Total Return index is up 3.05%, and the Russell 2000 is up 6.90% through the end of May versus the S&P 500 which is up 2.02%. The relative outperformance of small cap stocks can be attributed in large part to their relative lack of international exposure at a time when trade wars and tariffs dominate news flow.

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Topics: Market Preview

 


 

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