<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=778106407265440&amp;ev=PageView&amp;noscript=1">

Caldwell Trust

Recent Posts

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

We Live in the Future: Plan for Digital Asset Management

Aug 30, 2018
Read More

Investor Sentiment August 28 2018: Dow Jones Industrial Average up .47% for the Week

Aug 28, 2018
Read More

Tips for Having Conversations with Your Family About Estate Planning

Aug 23, 2018
Talking about estate planning with your loved ones isn’t always easy. In fact, it can sometimes feel a bit morbid and ...
Read More

Subscribe to our blog

5 Questions to Ask Before Hiring an Investment Advisor

5 Questions Document Fan - 2022
Download The Guide

The 9 Step Guide to Establishing a 401(k) for Your Business

9StepFan
Download the guide

Posts by Tag

See all

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

Sign up for updates

©2024 Caldwell Trust Company