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Caldwell Trust

Recent Posts

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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Investor Sentiment - Major Equity Market Indices All Advance

Jul 9, 2018
Major equity market indices all advance Rotation over the last month into defensive sectors Another strong quarter of earnings ...
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Executive Summary - Monthly Market Commentary June 2018

Jul 2, 2018
Half way through the year the domestic capital markets continue to consolidate as they have since the late January equity market ...
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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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