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Caldwell Trust

Recent Posts

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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Your Essential Estate Planning Documents to Gain Peace of Mind (Part 1)

Jul 12, 2017
We know that planning for your family’s future, for after you are gone, may feel daunting on many levels. The reality is, your ...
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What Employers Need to Know About 401(k) Rollovers

Jun 29, 2017
When an employee leaves your company, there’s a number of ways to handle the investments in their 401(k). You and the employee ...
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Special Report: Observations from the 57th Laffer Conference in D.C.

Jun 14, 2017
Once again, we had the opportunity to attend Dr. Art Laffer’s conference in Washington D.C. and we will save you the suspense on ...
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5 Questions to Ask Before Hiring an Investment Advisor

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

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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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