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Caldwell Trust

Recent Posts

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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Investor Sentiment - Energy Stocks Rally

May 23, 2018
Strong earnings for the Q1 Headlines continue to dominate capital markets 10-year Treasury yield closes above 3% Energy stocks ...
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Is It Better to Have a Will or a Trust?

May 17, 2018
Planning for the distribution of your assets after death can be a valuable gift to your loved ones and it can give you ...
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Investor Sentiment - Market Fundamentals Remain Strong

May 14, 2018
Equity markets turn positive for the year NASDAQ stocks continue to lead; up over 7% year-to-date Q1 earnings season drawing to a ...
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Investor Sentiment - Market to Date

May 7, 2018
Equities returns flat year-to-date through April Defensive sectors continue to struggle S&P 500 valuation more reasonable ...
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Investor Sentiment - 10-Year Treasury Temporarily Breaks Through 3%

May 1, 2018
Solid Q1 GDP reported 10-year Treasury temporarily breaks through 3% Equity markets flat for the week Federal Open Market ...
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How to Start Estate Planning: Managing Your Digital Assets

Apr 27, 2018
Estate planning involves more than just preparing a will or trust to distribute your assets when you die. A solid estate plan ...
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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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