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Caldwell Trust

Recent Posts

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 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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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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