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The Caldwell Trust Company Blog

Caldwell Trust

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Providing Christmas

Posted by Caldwell Trust

SRQOur Sarasota team coordinated a wonderful giving project for a sweet local family in need...

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Topics: Caldwell Cares

Sheryl Vieira of Caldwell Trust Company is honored as a finalist for national PR People ‘Marketer of the Year’ Award

Posted by Caldwell Trust

VENICE, FL: Caldwell Trust Company’s vice president of marketing and public relations has been named a 2018 Finalist for the national PR People ‘Marketer of the Year’ award by PR News. A seven-year veteran of the trust company, Sheryl Vieira was one of only five finalists nationwide who has been short-listed in this classification. PR News highlighted the top talent and their achievements at the PR People Awards Luncheon December 4 at the historic National Press Club in Washington, DC.  

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Topics: In the News

How to Calculate the True Cost of College

Posted by Caldwell Trust

If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter. The costs of college fluctuates year by year, with expenses consistently rising. According to The College Board, the average price of tuition and fees have gone up more than $7,000 over the past 10 years at four-year private colleges and universities. That figure has outpaced inflation by more than 3 percentage points. In fact, the cost in 2018-2019 is about $9,716 for an in-state public college, and about $35,676 for private colleges.

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Topics: Investments

Florida Public Relations Association Honors Sheryl Vieira

Posted by Caldwell Trust

The Central West Coast Chapter of the Florida Public Relations Association (CWC-FPRA) surprised Sheryl Vieira, Caldwell’s Vice President of Marketing and Public Relations, with its highest honor, the Ginnie Duffy Troyer Award of Professionalism, at its annual meeting at Sarasota Yacht Club. The award is named in honor of former Central West Coast Chapter member and FPRA State Association President Ginnie Duffey Troyer, APR, CPRC. 

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Topics: In the News

Luis Morales Finishes First Year of FBA Trust School

Posted by Caldwell Trust


Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, which provides an intensive, in-depth program focusing on trust matters. Luis joined Caldwell earlier this year as a trust associate and is based in the Sarasota office.

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Topics: In the News

Saluting George Donald Fraley and The Wilson-Wood Foundation

Posted by Caldwell Trust

Despite his quiet manner, George Donald Fraley has achieved a significant record of accomplishments in our community, most recently with the Wilson-Wood Foundation. The foundation board recently met and was joined by its accounting firm, Kerkering, Barberio, and its investment adviser, Caldwell Trust Company, in honoring Don for over 30 years of service to the Wilson-Wood Foundation. “Our focus is on children, older people, ethnic minorities and mental health,” Don said. As foundation vice president, he reviews grant applications along with secretary/treasurer/executive director Susan Wood — daughter of foundation co-founder John Wood — and her husband, Thomas Faessler, the president.

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Topics: Caldwell Cares

Lee Celebrates 20 Years With Caldwell Trust!

Posted by Caldwell Trust

H. Lee Thacker, Jr., CFP, Senior Executive Vice President, Secretary, Trust Officer and very good friend of Caldwell Trust Company, is celebrating his twenty-year anniversary with us. He has been with the company since 1996, when he moved to Venice from Georgia. The long-time banker and his wife Suzanne—both with extensive financial backgrounds—were looking for a solid, reputable company to handle their investment needs. “We read an article about Roland Caldwell and the company he had founded,” Suzanne said of Kelly Caldwell’s father Roland, co-founder of Caldwell Trust Company. “They were right down the street so we met with Kelly.” Lee said, “I visited as a potential client and was so pleased that I signed on. I’ve never regretted it for a moment.”
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Topics: Corporate

Tony Robbins Explains What a Fiduciary Is

Posted by Caldwell Trust

Do you know what a fiduciary is? A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other asset for another person. Most are not familiar with the exact definition as you can see in Tony Robbins video. This is a topic we struggle with here in the trust world. Far too many instances, we hear stories of clients not being taken care of properly and end up being taken advantage of. Most believe if they're doing something with their finances, they're in good shape. Too many times we've seen so many people taken advantage of due to not working with a true fiduciary. One who has the clients best interest in mind, not theirs. A figuciary is legally responsible to look out for your best interest. When someone is legally responsible, you can bet they're going to properly do their job and not sell you product(s) as they make substantial commission based fees on over and over again depending on how many times they move you in and out of funds. When you are a true fiduciary and are legally responsible, there isn't a conflict of interest. Ever.

 

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Topics: Investments

In The Blink of An Eye…Life Changes

Posted by Caldwell Trust


It is far too often that the first meeting we have with a family is after an unexpected tragedy. As we all know, life can change quickly. It can go from good to incredible or mediocre to horrible in seconds, and no one holds the crystal ball.

To make this all too vivid, here are 15 six-word captions that will take your breath away:

“The smallest coffins are the heaviest.”

“Brought roses home. Keys didn’t fit.”

“One bullet is a lifetime supply.”

“Mom taught me how to shave.”

“Introduced myself to mother again today.”

“I just saw my reflection blink.”

“An only son, a folded flag.”

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Topics: Trusts & Estate Planning

The Bucket Theory: Managing Freshman Year of College

Posted by Caldwell Trust

The first year of college is often a child's first step into the adult world. With that step comes fun and freedom, but also a need for them to adopt responsibility over aspects of their life that up until now their parents took care of for them. There will no longer be someone managing their money, setting expectations, and reinforcing guidelines on a daily basis and sometimes this sudden change can send a freshman college student spinning out of control. To avoid this, a conversation regarding money and time management is a parent's first step. Although you will not be there every step of the way, you can still create guidelines for your child to follow even when they are miles from home. Read More
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Topics: Trusts & Estate Planning

 


 

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