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The Caldwell Trust Company Blog

Millennial Habits and the Impact on Their Financial Security

Posted by Marci Sweat

Millennials (those born between 1981 and 1996) are entering their prime spending years and have a significant impact on our economy and world. Collectively, Millennials in the U.S. have a spending power of $200 billion, which is set to overtake Generation X by 2020 and expected to rise. Furthermore, this generation earns a yearly average income of around $56,000, before taxes.

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Topics: Trusts & Estate Planning

How to Protect Your Social Media Assets

Posted by Sandy Pepper

You can utilize the following tips to protect your social media assets and make the transition easier on your loved ones.

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Topics: Trusts & Estate Planning

Executive February Summary

Posted by Chris McGee, CFA CAIA

 

For global markets February was largely a continuation of the positive results generated in January only less so. All major Global and Regional indices are positive for the year for both the global equity and fixed income markets. The synchronization of positive global returns is a departure from 2018.

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Topics: Investments

4 Things to Look for When Hiring an Investment Advisor

Posted by Tony Blasini, CPC, QPA

When you hire an investment advisor, you are putting your financial security in the hands of another person. This is not a decision to take lightly, and you need to consider several things to ensure you are making the right decision. After all, your future financial success depends on the actions of your investment advisor, and you want to make sure that those actions are the right ones. Here are some critical factors you need to consider when making your choice.

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Topics: Investments

 


 

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