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Caldwell Trust

Recent Posts

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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Investor Sentiment - Earnings Impress

Apr 23, 2018
Domestic equities advance slightly 10-year Treasury yield closes near high for the year Earnings impress Equity market volatility ...
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Reasons You Need a Living Will

Apr 19, 2018
Most people think of estate planning as the process of having a will and/or trust prepared. While that's an important component ...
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Investor Sentiment - Large Institutions Report Q1 Earnings in Abundance Next Week

Apr 16, 2018
Broad domestic equity markets are up on the week Banks report strong earnings; shares decline Fundamentals continue to take a ...
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Investor Sentiment - Q2 Earnings Season Commences Next Week

Apr 9, 2018
Equity market volatility continues Treasury yields remain range bound Q2 earnings season commences next week The volatility in ...
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Investor Sentiment - Fundamentals Strong; Monetary Policy Predictable

Apr 2, 2018
Equities slightly negative for the quarter Bond yields higher for the quarter but trending down Fundamentals strong; monetary ...
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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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