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Caldwell Trust

Recent Posts

Worth the Risk: How Millennials Can Overcome the Fear of Investing

Oct 25, 2018
While one-third of all millennials say they invest in the market, more than half of Millennials, who lived through the Great ...
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Luis Morales Finishes First Year of FBA Trust School

Oct 23, 2018
Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, ...
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Market Preview for Week of 10/15/18 - Investor Sentiment

Oct 13, 2018
Executive Summary: Domestic equities decline meaningfully Global markets generally fare worse Equity markets repricing after ...
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Building An Adequate Fund Line-Up for Your Company's 401(K) Plan

Oct 12, 2018
The main reason for running a 401(k) plan is to provide a way for your employees to build a retirement nest egg through ...
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Monthly Market Commentary: September 2018 Recap

Oct 10, 2018
Considering it was September, domestic equity markets performed relatively well last month. The red-hot NASDAQ cooled a bit ...
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Participant Loans in Defined Contribution Plans: Key Pros and Cons for Your Business

Oct 4, 2018
The decision to offer participant loans in defined contribution (DC) plans is complex and requires careful consideration. As an ...
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What Happens If You Don't Have an Estate Plan?

Sep 27, 2018
An estate plan gives you the opportunity to proactively manage your individual asset base if an accident, illness, or other event ...
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Estate Planning Terms Defined: Will, Trust, Power of Attorney, Letter of Instruction, and More

Sep 18, 2018
Estate planning is something each of us needs to do. In the event of illness or death, an estate plan makes it easier for your ...
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Profit Sharing Plan Allocations – What’s Best for My Plan?

Sep 6, 2018
When it comes to retirement plans, there are many choices. One option that this article will dive into today, is the “profit ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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