<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

Investor Sentiment August 21 2018: Health Care Stocks Suddenly Performing Well

Aug 21, 2018
Equity markets mixed for the week Health Care stocks suddenly performing well Defensive sectors performing the best Broad ...
Read More

Alan H. Blair Celebrates 10 Years with Caldwell Trust

Aug 17, 2018
Vice president and trust officer Alan H. Blair joined Caldwell Trust Company in October 2008, just as Caldwell was marking its ...
Read More

Investor Sentiment - Monthly Summary - August 2018

Aug 7, 2018
July was kind to the domestic equity markets as the major indices all advanced meaningfully. The S&P 500 and the Dow Jones ...
Read More

Investor Sentiment - Strong Initial Q2 GDP Numbers Released

Jul 30, 2018
Domestic equity market returns mixed on the week. Bond yields inch up Strong initial Q2 GDP numbers released For the second week ...
Read More

Investor Sentiment - Q2 Earnings Coming in Strong

Jul 23, 2018
Domestic equities flat; bond yields rise slightly. As expected Q2 earnings coming in strong. Investment managers continue to ...
Read More

What You as an Employee Should Know About Retirement Plan Rollovers: Options, Steps, and Considerations

Jul 19, 2018
If your current or former employer offers a qualified retirement plan, such as a Profit Sharing, 401(k), 403(b), SIMPLE IRA or ...
Read More

Additional Tax Reform in Sight?

Jul 18, 2018
We are always looking to add value to client relationships. One way to achieve this is to make our clients aware of ...
Read More

Investor Sentiment - Signs of Economic Growth and Inflation Accelerating

Jul 16, 2018
Stocks have strong week Banks report mixed Q2 results Many high-profile companies report earnings next week Signs of economic ...
Read More

Your Digital Assets Can Be Protected: Here's 5 Assets To Consider Including When Estate Planning

Jul 11, 2018
When most people are ready to develop their estate plan, they want to develop a strong plan for the future and ensure that all of ...
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