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Caldwell Trust

Recent Posts

Market Preview Week of 6/12/17 - Investor Sentiment

Jun 12, 2017
Your Market Update: High profile Technology stocks decline meaningfully Friday S&P 500 slightly lower for the week Monies ...
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To Match or Not to Match

Jun 8, 2017
When it comes to developing your company’s 401k, there’s a lot that needs to be determined. But while you’re deciding whether or ...
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Caldwell Trust Company Takes Home Top Honors at 2017 Frank G. Berlin, Sr. Small Business Awards

Jun 6, 2017
We're completely honored to have been awarded "Small Business of the Year," as well as "Professional Services Business of the ...
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Market Preview Week of 6/5/17 - Investor Sentiment

Jun 5, 2017
Your Market Update: Global market returns largely positive in 2017 through May Both stocks and bonds positive for the week A few ...
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Market Preview Week of 5/29/17 - Investor Sentiment

May 31, 2017
Your Market Update: Summertime historically brings lower trading volume and returns Equities move higher; domestic bond yields ...
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The US is Moving to a Shortened Settlement Cycle

May 31, 2017
On September 5th 2017, the U.S. Securities Settlement Cycle will shorten from “trade date plus three days” or T+3 to T+2. The ...
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Caldwell Trust Company hires Tony Blasini as VP, employee benefits

Apr 14, 2017
Caldwell Trust Company has hired Tony Blasini, CPA, QPA, as vice president, employee benefits, according to R. G. “Kelly” ...
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The Importance of a Fiduciary: What You Need to Know

Mar 22, 2017
When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you ...
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Investment Letter Commentary

Feb 28, 2017
With the Dow Jones Industrial Average (DJIA) crossing the 20,000 level we realize what a difference a year can make in domestic ...
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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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