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Recent Posts

Saluting George Donald Fraley and The Wilson-Wood Foundation

Despite his quiet manner, George Donald Fraley has achieved a significant record of accomplishments in our community, most ...
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Lee Celebrates 20 Years With Caldwell Trust!

H. Lee Thacker, Jr., CFP, Senior Executive Vice President, Secretary, Trust Officer and very good friend of Caldwell Trust ...
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Tony Robbins Explains What a Fiduciary Is

Do you know what a fiduciary is? A fiduciary is a person who holds a legal or ethical relationship of trust with one or more ...
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In The Blink of An Eye…Life Changes

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

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"

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

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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Bremain Turns into Brexit: Keep Calm and Carry On

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

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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