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Caldwell Trust

Recent Posts

{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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Market Preview Week of 10/9/17 - Investor Sentiment

Oct 9, 2017
Equity markets up strongly last week Economic releases largely positve for the week Large money center banks report Q3 earnings ...
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Market Preview Week of 10/1/17 - Investor Sentiment

Oct 2, 2017
Equity markets advance solidly in Q3 All major global equity markets positive YTD in 2017 Broad domestic bond results solidly ...
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Market Preview Week of 9/25/17 - Investor Sentiment

Sep 25, 2017
The Federal Reserve holds short rates steady Unwinding of the Fed's balance sheet commences Impacts of Harvey & Irma to ...
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Are You Losing Sleep Over Your Finances?

Sep 21, 2017
Would it surprise you to learn that more Americans are losing sleep over their finances now than they did during the Recession? ...
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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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5 Questions to Ask Before Hiring an Investment Advisor

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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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