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Caldwell Trust

Recent Posts

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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Market Preview Week of 8/14/17 - Investor Sentiment

Aug 15, 2017
Your Market Update: Domestic equity markets go negative Treasuries and Gold rally Retail earnings report disappoint Solid Q2 ...
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7 Common Mistakes you find in Retirement Plans for Small Businesses

Aug 10, 2017
As a small business owner, sometimes it can be challenging to run a business and, at the same time, make sure that your ...
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Market Preview Week of 8/7/17 - Investor Sentiment

Aug 7, 2017
Your Market Update: The Dow moves higher; S&P 500 and NASDAQ trade flat Economic releases last week were positive Global ...
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The Importance of Knowing Who is Administering Your Company 401k

Aug 3, 2017
Saving for retirement should be easy, but there’s a host of federal regulations and financial considerations that can make ...
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Market Preview Week of 7/31/17 - Investor Sentiment

Aug 1, 2017
Your Market Update: The Dow moves higher; S&P 500 and NASDAQ retreat Q2 earnings growth continues to be strong in aggregate ...
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Market Preview Week of 7/24/17 - Investor Sentiment

Jul 24, 2017
Your Market Update: Domestic markets grind higher Q2 earnings reports strong in aggregate Ten-year Treasury yield drops again ...
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6 Smart Spending Habits to Pass Down to Your Children

Jul 20, 2017
Teaching children about how money is earned and the responsible way to manage it is important, but not often discussed. As soon ...
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Market Preview Week of 7/17/17 - Investor Sentiment

Jul 18, 2017
Your Market Update: Fed Chair signals continued accommodative monetary policy Domestic equity markets advance strongly for the ...
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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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