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Caldwell Trust

Recent Posts

What Are Some Stealth Retirement Moves for the Wealthy?

Sep 24, 2015
Retirement procedures and strategies vary slightly depending upon your income bracket. High income earners do not qualify for ...
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Market Snapshot - The Fed: Will They, Won’t They, If Not Now, When?

Sep 16, 2015
With respect to raising interest rates for the first time in almost a decade, we can’t recall a time when the arguments for and ...
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To Frack or Not to Refrack: That is the Question

Sep 15, 2015
In this investment letter we provide an update on what is happening within the U.S. oil patch and its implications. When scanning ...
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Caldwell Trust Company Hosts Non-Profit Organizations

Sep 10, 2015
Giving back to the community that we live, work and play in has always been something that is important to everyone here at ...
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How Much Is Enough to Leave Your Children - College Years

Sep 9, 2015
For parents, children’s health and well being are always top-of-mind. This is particularly true in the unlikely, but possible, ...
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How Much Is Enough to Leave Your Children - Birth to 18

Sep 3, 2015
Most parents have certain reservations when it comes to leaving money to their children. How much is enough to leave your ...
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Market Snapshot - Big Trouble in Little China...Maybe

Aug 25, 2015
Today, we get a reprieve from the last few days of selling pressure in stocks. Overnight, China cut interest rates and reduced ...
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"Evening Under the Stars" Funds Scholarships, Programs at SCF

Aug 13, 2015
Who says fundraising has to be stodgy? Caldwell’s staff felt the love at the “All You Need is Love” Evening Under the Stars, the ...
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Do Stock Market Valuations Indicate Major Turning Points?

Aug 11, 2015
Many a market pundit has recently offered an opinion on stock valuations and most have ruled that the U.S. market is approaching ...
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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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