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Caldwell Trust

Recent Posts

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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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{INFOGRAPHIC} Evaluate Your Company's 401(k)

Oct 19, 2017
As a business owner, it's important that you know whether your business 401(k) plan is working for you or against you. We've ...
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Market Preview Week of 10/16/17 - Investor Sentiment

Oct 16, 2017
Money center bank kick off Q3 earnings season Bank earnings generally in line with expectations Domestic markets slightly higher ...
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6 Misconceptions About Retirement Best Practices

Oct 12, 2017
When it comes to retirement planning, many people in the workforce don’t really think about it. They put money into the 401k ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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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


Vero Beach Office

(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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