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The Caldwell Trust Company Blog

Caldwell Trust Company Marks 25 Years of Service, Quietly Delivering Strong Results, Stability, and Peace of Mind

Posted by Sheryl Vieira

We live in unquiet times, distracted by a 24/7 news cycle of “breaking news,” manipulative phone calls from solicitors and scammers, slick sales pitches in our mailboxes, and so much else. At times we may feel that the sand is shifting beneath our feet. In truth, very little of the noise brings any benefit, despite the attention it demands.

At Caldwell Trust Company we’re delighted to be different. For the past twenty-five years we’ve provided our clients with a reliable antidote to the confusion. After learning your personal needs and wishes we carry them out quietly and unobtrusively. We put you on solid ground, bringing you the benefits without the bother. Our superb staff replaces those troublesome intrusions with peace of mind.

Our record of successfully serving our clients is the reason we’ve survived, thrived, and continued to grow for a quarter of a century. We’ve expanded through a controlled, carefully planned strategy that will carry us into the next twenty-five years. As we grow, our challenge is to remain true to our family-focused culture.

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Topics: In the News, Corporate

Florida Public Relations Association Honors Sheryl Vieira

Posted by Caldwell Trust

The Central West Coast Chapter of the Florida Public Relations Association (CWC-FPRA) surprised Sheryl Vieira, Caldwell’s Vice President of Marketing and Public Relations, with its highest honor, the Ginnie Duffy Troyer Award of Professionalism, at its annual meeting at Sarasota Yacht Club. The award is named in honor of former Central West Coast Chapter member and FPRA State Association President Ginnie Duffey Troyer, APR, CPRC. 

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Topics: In the News

Luis Morales Finishes First Year of FBA Trust School

Posted by Caldwell Trust


Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, which provides an intensive, in-depth program focusing on trust matters. Luis joined Caldwell earlier this year as a trust associate and is based in the Sarasota office.

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Topics: In the News

Alan H. Blair Celebrates 10 Years with Caldwell Trust

Posted by Sheryl Vieira

Vice president and trust officer Alan H. Blair joined Caldwell Trust Company in October 2008, just as Caldwell was marking its 15th anniversary. It was a landmark year for Alan as well—the continuation of nine previous years as a trust officer, following on a highly successful 34-year career in higher education. Before joining Caldwell, he had been with Sun Trust Bank in Sarasota since 1999, where he was a senior regional trust officer and first vice president. In 2004 he also became major gifts officer at Wagner College, Staten Island, New York.

Throughout his career, Alan has combined his backgrounds in education and finance, providing institutional advancement services to colleges and trust admini

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Topics: In the News, Corporate

Caldwell is Ranked Top 25 in the State

Posted by Sheryl Vieira

Florida Trend Magazine — “The Magazine of Florida Business” — has named Caldwell Trust Company to its “Top Rank Book of Lists” for trust companies. The designation, for “Top Trust Banking Firms,” places Caldwell among the Top 25 in the State.

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Topics: In the News

The Pros and Cons of Robo-Advisors vs. Personal Advice

Posted by Wendy Fishman

If you read the Wall Street Journal or listen to Bloomberg News, you’ve probably heard about robo-advisors. However, you may not know what it is or whether it’s the right service approach for your estate planning and investments.  

Although it sounds like something from a science fiction movie, robo-advisors are quite ‘real’.  They are automated digital investment advisory services – available online and through apps – that provide investment guidance without the intervention of a person, i.e. a human investment advisor.

Emerging in recent years as an alternative to traditional sources of advice, robo-advisors use computer algorithms, or sets of rules, to choose appropriate investments. The choices are based on a person’s risk tolerance, time horizon and other preferences indicated from an initial online questionnaire.

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Topics: In the News, Investments

Year-end Planning: What's coming?

Posted by Wendy Fishman

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, how much you need to spend, and much more. The GOP recently released the details of its tax reform plan, which is dubbed the Tax Cut and Jobs Act. While it has yet to be passed, it would be wise to start educating yourself on the changes that might take place as well as begin planning with this proposed legislation in the works.

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Topics: In the News

It's Official -- the 2018 401(k) Contribution Limit Is Increasing

Posted by Tony Blasini, CPC, QPA

For the 2018 tax year, the IRS has increased the employee 401(k) contribution limit to $18,500 to keep up with the rising cost of living. This means savers who want to max out their retirement savings have the ability to contribute an additional $500 to their 401(k) account, which also translates to a greater tax break.

Here are the details about 401(k) contribution limits in 2018, and what it could mean for you.

The 2018 401(k) Contribution Limit

As I mentioned, the 401(k) contribution limit in 2018 is increasing by $500 over the 2017 limit to $18,500. This limit also applies to other qualified retirement plan types, such as 403(b) plans, most 457 plans, and Thrift Savings Plan accounts.

It's important to keep in mind that this is the limit for employee elective deferrals. This is the money you choose to have withheld from your paycheck. It does not include any non-elective contributions or matching contributions made by your employer.

In addition, there is a catch-up contribution allowed for participants who are age 50 or older, and this remains unchanged, at $6,000 for 2018. So, the maximum elective deferral any employee can choose to make for 2018 is $24,500.

The overall limit for 401(k) contributions, which includes money from all sources, including your employer's matching contributions, is rising by $1,000 to $55,000.

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Topics: In the News

Special Report: Observations from the 57th Laffer Conference in D.C.

Posted by Chris McGee, CFA CAIA

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 the political atmosphere in Washington. The only bipartisan consensus we observed happened when it was announced that a Special Counsel had been appointed to investigate Russian interference in the 2016 election. Support for the move by the Justice Department came from both sides of the aisle. Little agreement and a lot of contention was evident for the balance of the conference that focused on presentations by numerous representatives and senators, as well as Vice President Pence and Office of Management and Budget Director Mulvaney.

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Topics: Corporate, In the News

 


 

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