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Caldwell Trust

Recent Posts

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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The Pros and Cons of Robo-Advisors vs. Personal Advice

Mar 28, 2018
If you read the Wall Street Journal or listen to Bloomberg News, you’ve probably heard about robo-advisors. However, you may not ...
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Investor Sentiment - Trade Tensions and Facebook Dominate Financial Press

Mar 26, 2018
Domestic equity markets decline meaningfully Trade tensions and Facebook dominate financial press Technology and Financial stocks ...
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Caldwell Trust Wins Silver Addy For Excellence in Advertising

Mar 20, 2018
Caldwell Trust Company has been honored with an ADDY by AdFed Suncoast, the local chapter of the American Advertising Federation, ...
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Investor Sentiment - Markets Focused on Economic Growth, Inflation, and Rates

Mar 19, 2018
Both yields and equity markets down on the week Washington news flow distracting Federal Open Market Committee (FOMC) most likely ...
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Investor Sentiment - Equity Markets Rally on Strong Jobs Report

Mar 12, 2018
Market fundamentals remain solid Inflation expectations subside The Fed meets shortly Equity markets rally on strong jobs report ...
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Investor Sentiment - Equities Continue Their Recovery

Feb 26, 2018
Equities continue their recovery S&P 500 companies optimistic on 2018 earnings 10-year Treasury yield flat for the week Bond ...
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Investor Sentiment

Feb 19, 2018
Domestic equities rebound 10-year Treasury yield moves slightly higher Markets adjusting to “perceived” inflationary pressures Q4 ...
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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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