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Executive June Summary

Jul 1, 2019
Global capital markets all moved higher in June. The major domestic equity market benchmarks all advanced in the 7% range. The ...
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How Will 5G Impact Investment Opportunities?

Jun 25, 2019
5G or not 5G? That is our question. Media and tech reports are abuzz about this new technology but definitions are buried in ...
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What Are Qualified Retirement Plans and Why Do They Matter to Employers?

Jun 18, 2019
Offering strong benefits—such as solid retirement options—is one step you can take to remain the best employer option for ...
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Executive April Summary

Apr 30, 2019
Earnings releases last week were plentiful; just under 50% of S&P companies have reported earnings for Q1. Approximately 80% ...
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Executive March Summary

Apr 1, 2019
The big news in March was the renewed fears of a global slowdown which prompted a decline in interest rates. In the U.S. the ...
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Executive February Summary

Mar 7, 2019
For global markets February was largely a continuation of the positive results generated in January only less so. All major ...
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Common Misconceptions About Partnering with an Investment Advisor

Feb 28, 2019
If you’re ready to begin investing or to explore your options, partnering with an advisor to manage your investments can be ...
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Your Frequently Asked Questions About Cash Balance Plans Answered

Feb 20, 2019
Cash balance plans are growing in popularity, with more business owners giving some consideration to offering them as a ...
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Executive January Summary

Feb 4, 2019
Global markets rebounded in January recouping some of the losses suffered in Q4 of 2018. All major global and regional markets ...
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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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