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Caldwell Trust

Recent Posts

Market Preview Week of 9/18/17 - Investor Sentiment

Sep 19, 2017
Domestic equity markets continue to move higher The Dow puts in its best weekly performance of the year Domestic bonds yields ...
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Could Selling Your Business be Enough for Your Retirement?

Sep 14, 2017
You may be like a lot of small business owners (39%) and generally plan on selling your business to fund your retirement, ...
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Market Preview Week of 9/12/17 - Investor Sentiment

Sep 12, 2017
Domestic equities trade off on the week Hurricane relief passed in Washington with strings attached Domestic bonds and gold ...
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Office Hours following Hurricane Irma

Sep 11, 2017
We hope you and your families are safe and well. All of our staff have been contacted and all have successfully weathered this ...
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Gentle Reminder to Obtain Cash Prior to Storm

Sep 7, 2017
As everyone is preparing for the approach and potential impacts of Hurricane IRMA, we wish to remind you to obtain cash today or ...
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Market Preview Week of 8/28/17 - Investor Sentiment

Aug 28, 2017
With the S&P 500 up double digits year to date many investors are increasingly nervous about the next sell off. We thought we ...
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Your Essential Estate Planning Documents to Gain Peace of Mind (Part 2)

Aug 24, 2017
In a previous post, we discussed two essential estate planning documents that will give you and your family peace of mind, and ...
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Market Preview Week of 8/21/17 - Investor Sentiment

Aug 22, 2017
Trading volumes should pick up as summer ends Domestic equity markets decline for second week in a row Macro backdrop remains ...
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Saluting George Donald Fraley and The Wilson-Wood Foundation

Aug 17, 2017
Despite his quiet manner, George Donald Fraley has achieved a significant record of accomplishments in our community, most ...
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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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