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Caldwell Trust

Recent Posts

Caldwell's Post Election Thoughts - A Stunning Victory

Nov 9, 2016
After a seemingly endless campaign, the voters have spoken and have elected Donald J. Trump as our 45th President. Hopefully, the ...
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In The Blink of An Eye…Life Changes

Aug 30, 2016
It is far too often that the first meeting we have with a family is after an unexpected tragedy. As we all know, life can change ...
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The Bucket Theory: Managing Freshman Year of College

Aug 16, 2016
The first year of college is often a child's first step into the adult world. With that step comes fun and freedom, but also a ...
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The Cost of Carrying Debt: "Uncle Sam Needs a Refi"

Aug 3, 2016
In a Review and Outlook column in the Opinion section of the Wall Street Journal, an unnamed author posits the idea of the US ...
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June Employment Report

Jul 8, 2016
As you may have seen, the U.S. economy generated 287,000 jobs in June, the highest reading for the year and well above the ...
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Celebrating Our Great Country

Jul 1, 2016
During trying times, it is often easier to get distracted by the bad than it is to celebrate the good. As we all head into this ...
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Bremain Turns into Brexit: Keep Calm and Carry On

Jun 24, 2016
Global stock markets and London Bookies had predicted a remain vote in the days leading up to the UK’s referendum on remaining in ...
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The Big Three: The Dollar, Oil, and the Fed

Jun 6, 2016
With a bumpy start to the year in stocks and a nice rally off the February 11 bottom, we are in and around the highs for the year ...
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Caldwell Trust Company hires seven new employees; 65% staff increase since 2011 reflects company’s continuing growth

May 19, 2016
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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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