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What’s the Value of Working with a Fiduciary Investment Advisor?

Building a nest egg for your retirement years is important, and one of the best ways to do that is through wise investment ...
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How to Calculate the True Cost of College

If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter. The costs of ...
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Worth the Risk: How Millennials Can Overcome the Fear of Investing

While one-third of all millennials say they invest in the market, more than half of Millennials, who lived through the Great ...
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Market Preview for Week of 10/15/18 - Investor Sentiment

Executive Summary: Domestic equities decline meaningfully Global markets generally fare worse Equity markets repricing after ...
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Profit Sharing Plan Allocations – What’s Best for My Plan?

When it comes to retirement plans, there are many choices. One option that this article will dive into today, is the “profit ...
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The Pros and Cons of Robo-Advisors vs. Personal Advice

If you read the Wall Street Journal or listen to Bloomberg News, you’ve probably heard about robo-advisors. However, you may not ...
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Do You Come First with Your Financial Advisor?

Caldwell Trust Company serves as a true fiduciary meaning we hold ourselves to a higher professional standard. Over the past 12 ...
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The Importance of Knowing Who is Administering Your Company 401k

Saving for retirement should be easy, but there’s a host of federal regulations and financial considerations that can make ...
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What Employers Need to Know About 401(k) Rollovers

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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