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Caldwell Trust

Recent Posts

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 is Ranked Top 25 in the State

Jun 28, 2018
Florida Trend Magazine — “The Magazine of Florida Business” — has named Caldwell Trust Company to its “Top Rank Book of Lists” ...
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Investor Sentiment - And More Tariff Talks

Jun 25, 2018
Equity markets decline The 10-Year Treasury yield drops slightly NASDAQ declines over 2% for the week Trade war and tariff talk ...
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The Top Assumptions You Shouldn't Be Making About Your Estate Plan

Jun 21, 2018
When it comes to estate planning, there is no shortage of good information available if you know where to look for it. However, ...
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Investor Sentiment - Tariff Talks

Jun 19, 2018
Tariff talks negatively impact markets Friday NASDAQ still leads broad domestic markets FOMC raises short term rates by .25% ...
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Set Your Wishes for Medical Care: Living Will and Health Care Power of Attorney

Jun 14, 2018
Estate planning involves more than simply identifying what will happen to your assets when you die; it also encompasses planning ...
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Investor Sentiment - Strong Week for Domestic Equity Markets

Jun 12, 2018
High Yield Returns Turn Positive 10-year Treasury Yield Remains Below 3% Next Week Potentially Eventful After last week the ...
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Investor Sentiment - Monthly Summary - May 2018

Jun 4, 2018
Global market returns through May mainly muted NASDAQ market leadership continues domestically 8 of 11 S&P sectors negative ...
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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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