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Estate Planning Terms Defined: Will, Trust, Power of Attorney, Letter of Instruction, and More

Sep 18, 2018
Estate planning is something each of us needs to do. In the event of illness or death, an estate plan makes it easier for your ...
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Profit Sharing Plan Allocations – What’s Best for My Plan?

Sep 6, 2018
When it comes to retirement plans, there are many choices. One option that this article will dive into today, is the “profit ...
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We Live in the Future: Plan for Digital Asset Management

Aug 30, 2018
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Investor Sentiment August 28 2018: Dow Jones Industrial Average up .47% for the Week

Aug 28, 2018
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Investor Sentiment August 21 2018: Health Care Stocks Suddenly Performing Well

Aug 21, 2018
Equity markets mixed for the week Health Care stocks suddenly performing well Defensive sectors performing the best Broad ...
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Alan H. Blair Celebrates 10 Years with Caldwell Trust

Aug 17, 2018
Vice president and trust officer Alan H. Blair joined Caldwell Trust Company in October 2008, just as Caldwell was marking its ...
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Investor Sentiment - Monthly Summary - August 2018

Aug 7, 2018
July was kind to the domestic equity markets as the major indices all advanced meaningfully. The S&P 500 and the Dow Jones ...
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Investor Sentiment - Strong Initial Q2 GDP Numbers Released

Jul 30, 2018
Domestic equity market returns mixed on the week. Bond yields inch up Strong initial Q2 GDP numbers released For the second week ...
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Investor Sentiment - Q2 Earnings Coming in Strong

Jul 23, 2018
Domestic equities flat; bond yields rise slightly. As expected Q2 earnings coming in strong. Investment managers continue to ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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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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(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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