<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=778106407265440&amp;ev=PageView&amp;noscript=1">

Caldwell Trust

Recent Posts

Year-end Planning: What's coming?

Nov 30, 2017
As 2017 draws to a close, it’s time to look to 2018 tax planning. This can be important for knowing how much you want to spend, ...
Read More

Market Preview Week of 11/27/17 - Investor Sentiment

Nov 28, 2017
Equity and bond marketing move higher With five weeks remaining, 2017 equity returns very strong Fundamentals continue to be ...
Read More

Market Preview Week of 11/20/17 - Investor Sentiment

Nov 20, 2017
Equity markets mixed 10-year Treasury yeild down slightly Wal-Mart psots strong earnings Tax reform legislation winds through ...
Read More

Market Preview Week of 11/13/17 - Investor Sentiment

Nov 13, 2017
Domestic Markets Trade Down for the Week Telecommunications and Bank Stocks Decline Earnings Season Nearing Conclusion General ...
Read More

Market Preview Week of 11/06/17 - Investor Sentiment

Nov 6, 2017
Jerome Powell nominated as next Federal Reserve Chairman Tax reform legislation introduced Strong Jobs Report General Electric ...
Read More

Do You Come First with Your Financial Advisor?

Nov 2, 2017
Caldwell Trust Company serves as a true fiduciary meaning we hold ourselves to a higher professional standard. Over the past 12 ...
Read More

Market Preview Week of 10/30/17 - Investor Sentiment

Oct 30, 2017
Friday's session propels equity indices higher for the week Bond yields rise marginally once again Better than expected initial ...
Read More

Market Preview Week of 10/23/17 - Investor Sentiment

Oct 24, 2017
Q3 earnings meeting expectations To date earnings being driven primarily by cost reductions Equity markets advance; bond yields ...
Read More

It's Official -- the 2018 401(k) Contribution Limit Is Increasing

Oct 20, 2017
For the 2018 tax year, the IRS has increased the employee 401(k) contribution limit to $18,500 to keep up with the rising cost of ...
Read More

Subscribe to our blog

5 Questions to Ask Before Hiring an Investment Advisor

5 Questions Document Fan - 2022
Download The Guide

The 9 Step Guide to Establishing a 401(k) for Your Business

9StepFan
Download the guide

Posts by Tag

See all

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

Sign up for updates

©2025 Caldwell Trust Company