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The US is Moving to a Shortened Settlement Cycle

May 31, 2017
On September 5th 2017, the U.S. Securities Settlement Cycle will shorten from “trade date plus three days” or T+3 to T+2. The ...
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The Importance of a Fiduciary: What You Need to Know

Mar 22, 2017
When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you ...
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Investment Letter Commentary

Feb 28, 2017
With the Dow Jones Industrial Average (DJIA) crossing the 20,000 level we realize what a difference a year can make in domestic ...
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Why We Endorse Pro Growth Policies

Jan 27, 2017
If you missed it the Dow Jones Industrial Average (DJIA) made history this week as it crossed the 20,000 level this past ...
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Tony Robbins Explains What a Fiduciary Is

Jan 19, 2017
Do you know what a fiduciary is? A fiduciary is a person who holds a legal or ethical relationship of trust with one or more ...
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A Brief Investment Comment

Dec 19, 2016
After eight years of focusing on Yellen and short term interest rates, it may be hard for some in the financial business to ...
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Caldwell's Post Election Thoughts - A Stunning Victory

Nov 9, 2016
After a seemingly endless campaign, the voters have spoken and have elected Donald J. Trump as our 45th President. Hopefully, the ...
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The Cost of Carrying Debt: "Uncle Sam Needs a Refi"

Aug 3, 2016
In a Review and Outlook column in the Opinion section of the Wall Street Journal, an unnamed author posits the idea of the US ...
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June Employment Report

Jul 8, 2016
As you may have seen, the U.S. economy generated 287,000 jobs in June, the highest reading for the year and well above the ...
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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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