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The Caldwell Trust Company Blog

Kelly Caldwell

Recent Posts

Year-End Round Up: Our Top Must-Read Posts of 2018

Posted by Kelly Caldwell

As we wrap up 2018, we can’t help but to reflect on the myriad of content we’ve shared throughout the year to help you achieve financial security. We’ve covered everything from estate planning and investing to retirement planning and even protecting your digital assets. With every resource that we create, our goal is that you receive the information, advice and resources you need to make better financial decisions for your future.

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Topics: Trusts & Estate Planning, Healthcare, Investments, Retirement Plan Services

Caldwell Trust Wins Silver Addy For Excellence in Advertising

Posted by Kelly Caldwell

Caldwell Trust Company has been honored with an ADDY by AdFed Suncoast, the local chapter of the American Advertising Federation, for excellence in advertising. The company won a Silver Addy for its full-page print advertisement headlined “Let’s Talk About Your Tomorrows Today.” 

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Office Hours following Hurricane Irma

Posted by Kelly Caldwell

We hope you and your families are safe and well.

All of our staff have been contacted and all have successfully weathered this signifcant hurricane and remain safe. We are so thankful. Second, both offices are in good shape and only experienced landscaping debris. In case you need anything, our office hours the next following days for both offices are as follows: 

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Topics: Corporate

Gentle Reminder to Obtain Cash Prior to Storm

Posted by Kelly Caldwell

As everyone is preparing for the approach and potential impacts of Hurricane IRMA, we wish to remind you to obtain cash today or tomorrow to have on hand for groceries and other needs as they arise after the storm. The wind gusts could take down power lines and that leaves most retailers with the ability to only accept cash. We are here to certainly assist you on this front. 

We do plan to close our offices tomorrow, Friday, September 8th, at noon. As of now, it is expected that we will resume normal operations on Tuesday, September 12th. Emergency communications from clients during this time will be monitored and managed to the best of our ability.  More updates will be made available on Facebook so follow us there.  

Be safe everyone.

Godspeed to all,

R.G. "Kelly" Caldwell
President & CEO

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Topics: Corporate

The US is Moving to a Shortened Settlement Cycle

Posted by Kelly Caldwell

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 last time a move was made to shorten the settlement cycle was in 1995, when it changed from T+5 to T+3.  Whereas trading today is almost instant the settlement process is not. This push to a shortened settlement cycle is a beneficial step in aligning these two processes. 

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Topics: Investments

This Week We Say and Give Thanks

Posted by Kelly Caldwell

On behalf of Caldwell Trust Company, we wish you and your family a wonderful Thanksgiving Holiday spent with loved ones as you celebrate your blessings. We are honored and grateful for your continued support and hope you have a day filled with love and thanks. As a reminder, our offices will be closed November 24th in observance of the holiday. 

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Topics: Caldwell Cares

Celebrating Our Great Country

Posted by Kelly Caldwell

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 July 4th weekend, we thought you might enjoy two quotes which remind us why we celebrate the birth of this great country.

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Topics: Caldwell Cares

Home for the holidays: Caldwell Trust Co. moves into new headquarters

Posted by Kelly Caldwell

There’s no place like home for the holidays.” Those lyrics, written in 1954, were true centuries before the song existed and will continue to be so for centuries to come. This year the words hold a truly special meaning for Caldwell Trust Company as we prepare to move into our new home at 1400 Center Road, Venice. Our professional family will be in residence at the new Italianate-style, 11,500-square-foot building by year’s end. 

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Topics: Corporate

New Venice headquarters needed for growth of Caldwell Trust Company

Posted by Kelly Caldwell

"Whenever you see a successful business, someone once made a courageous decision," wrote noted management consultant Peter Drucker. That person was Roland G. Caldwell who made his courageous decision more than 20 years ago. Today his actions and those of his carefully hand-picked team have resulted in a company whose growth requires more space. As a result, Caldwell's directors and officers made the decision to construct larger headquarters.

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Topics: Corporate

Special Report - 53rd Annual Laffer Conference Provides Overview of Economy

Posted by Kelly Caldwell

Representatives from Caldwell Trust Company attended the 53rd annual conference presented by Laffer and Associates in Washington, D.C. on May 8-10. The event provided a lively forum for a stellar roster of speakers that included numerous members of Congress, governors, economists, “think tank” representatives and other observers of national affairs. The conference consisted of a series of “town hall” meetings and speeches on current national and international issues that have a direct bearing on our economy. Because the conference is private and does not include media coverage, we have summarized the thoughts and conclusions we heard regarding our most pressing issues as a nation.

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Topics: Corporate, Investments

 


 

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