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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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Maximizing returns on invested wealth

Jun 1, 2006
Each day most of us see charts and graphs that show the stock market as moving up and down in no obvious direction. The easy ...
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Economist Dr. Arthur Laffer and The Laws of Supply and Demand

May 1, 2006
One of our longest and best relationships has been with economist and presidential advisor, Dr. Arthur Laffer and his firm, A.B. ...
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Economic expansion and its attendant benefits remain as the only hope

Apr 3, 2006
It seems almost ritualistic that about once each year, or less, we feel the need to try to bring things into a little clearer ...
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Elemental changes altering the way investors are responding

Mar 1, 2006
This month we think there is a need to add further comment to last month’s Investment Letter. You may recall that we put forward ...
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Investing Smartly Mandates Changes

Feb 2, 2006
Every once in a while we come face to face with something that cannot be avoided if investing smartly mandates changes. This ...
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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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