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Caldwell Trust

Recent Posts

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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Investor Sentiment 

Feb 13, 2018
Now in correction territory for domestic stocks 10-year Treasury yields rise once again Bond markets driving equity market action ...
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Market Preview Week of 2/5/18 - Investor Sentiment 

Feb 6, 2018
Equity markets decline by 4% 10-year Treasury yield closes above 2.8% FOMC Leaves rates unchanged Q4 earnings growth continues to ...
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Market Preview Week of 1/29/18 - Investor Sentiment 

Jan 30, 2018
Earnings reports continue to roll in Earnings growth over next 18-24 months long strong Equity market valuations not extreme ...
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Understanding the Difference Between a Legal Will and an Estate Plan

Jan 25, 2018
We often get questions about legal wills and estate plans. We hope to help clarify the difference between a legal will and an ...
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Market Preview Week of 1/22/18 - Investor Sentiment 

Jan 24, 2018
Q4 earnings season gets into full swing Domestic equity rally continues Domestic bond yields continue to rise Government shutdown ...
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Market Preview Week of 1/8/18 - Investor Sentiment

Jan 8, 2018
Good equity markets get even better Will meaningful inflation reappear? Q4 earnings season commences To say the year has started ...
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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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