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What Employers Need to Know About 401(k) Rollovers

Jun 29, 2017
When an employee leaves your company, there’s a number of ways to handle the investments in their 401(k). You and the employee ...
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Special Report: Observations from the 57th Laffer Conference in D.C.

Jun 14, 2017
Once again, we had the opportunity to attend Dr. Art Laffer’s conference in Washington D.C. and we will save you the suspense on ...
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Market Preview Week of 6/12/17 - Investor Sentiment

Jun 12, 2017
Your Market Update: High profile Technology stocks decline meaningfully Friday S&P 500 slightly lower for the week Monies ...
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To Match or Not to Match

Jun 8, 2017
When it comes to developing your company’s 401k, there’s a lot that needs to be determined. But while you’re deciding whether or ...
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Caldwell Trust Company Takes Home Top Honors at 2017 Frank G. Berlin, Sr. Small Business Awards

Jun 6, 2017
We're completely honored to have been awarded "Small Business of the Year," as well as "Professional Services Business of the ...
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Market Preview Week of 6/5/17 - Investor Sentiment

Jun 5, 2017
Your Market Update: Global market returns largely positive in 2017 through May Both stocks and bonds positive for the week A few ...
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Market Preview Week of 5/29/17 - Investor Sentiment

May 31, 2017
Your Market Update: Summertime historically brings lower trading volume and returns Equities move higher; domestic bond yields ...
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The US is Moving to a Shortened Settlement Cycle

May 31, 2017
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 ...
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Caldwell Trust Company hires Tony Blasini as VP, employee benefits

Apr 14, 2017
Caldwell Trust Company has hired Tony Blasini, CPA, QPA, as vice president, employee benefits, according to R. G. “Kelly” ...
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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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