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Market Preview Week of 1/8/18 - Investor Sentiment

Jan 8, 2018
Good equity markets get even better Will meaningful inflation reappear? Q4 earnings season commences To say the year has started ...
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6 Ways To Mine Tax Breaks Year Round

Dec 28, 2017
When it comes to tax preparation you want to find and use all the appropriate avenues that help you pay out less and keep more of ...
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Market Preview Week of 12/18/17 - Investor Sentiment

Dec 18, 2017
Equities up on the week; bonds yields drop slightly The Fed hikes short term rates Tax reform legislation close to being enacted ...
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Market Preview Week of 12/11/17 - Investor Sentiment

Dec 11, 2017
Major equity indices mixed once again Rotation toward value stocks continues Global capital markets performance excellent ...
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What Happens To Your Digital Legacy When You Go?

Dec 7, 2017
When developing an estate plan, there are so many elements to worry about that many people end of forgetting a whole category of ...
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Market Preview Week of 12/04/17 - Investor Sentiment

Dec 4, 2017
Major equity indices mixed Volatility picks up late week on news out of D.C. Rotation out of growth stocks into value stocks ...
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Year-end Planning: What's coming?

Nov 30, 2017
As 2017 draws to a close, it’s time to look to 2018 tax planning. This can be important for knowing how much you want to spend, ...
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Market Preview Week of 11/27/17 - Investor Sentiment

Nov 28, 2017
Equity and bond marketing move higher With five weeks remaining, 2017 equity returns very strong Fundamentals continue to be ...
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Market Preview Week of 11/20/17 - Investor Sentiment

Nov 20, 2017
Equity markets mixed 10-year Treasury yeild down slightly Wal-Mart psots strong earnings Tax reform legislation winds through ...
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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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