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Investors May Now Benefit from the Power of Compound Earnings

Jun 28, 2013
A dubious urban legend says that Albert Einstein named compound interest as the most powerful force in the universe. Another ...
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Dividend-Paying Stocks can Provide Long-Term Benefits

Apr 10, 2013
To achieve optimum results for our clients, we at Caldwell Trust Company employ sound investment strategies based on our ...
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Tim Videnka Brings Experience and Enthusiasm to Investment Analyses

Apr 9, 2013
Timothy J. Videnka, CFA, joined Caldwell Trust Company in late 2011 to fill a newly created position as vice president, ...
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2012 Investment Review: a year of worries —and unexpected gain

Feb 12, 2013
The calendar year 2012 may have been a year of surprises, investor worries and disappointments but despite so many bumps in the ...
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Noted Estate Planner Natalie Choate Addresses Venice Estate Planning Council

Feb 6, 2013
The Venice Estate Planning Council and the Community Foundation of Sarasota County sponsored a talk on January 8 by Natalie ...
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2013: Caldwell Trust Company turns 20

Nov 15, 2012
Not so very long ago, a 20-year-old company would have been considered a “new” business, most particularly in the financial ...
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Why Good Policies Lead to Better Market Returns

Apr 10, 2012
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness” just about sums up ...
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Caldwell Trust Company: Investment Letter October 2006

Oct 31, 2006
This month we would like to cover some pretty key issues that too often get pushed into the background in the daily grind of ...
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Southwest Florida real estate market changes

Jun 1, 2006
A Year’s Perspective Almost daily headlines in our local newspapers trumpet what’s going on in the real estate market, both here ...
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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


Vero Beach Office

(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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