Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

The Pros and Cons of Robo-Advisors vs. Personal Advice

Mar 28, 2018

If you read the Wall Street Journal or listen to Bloomberg News, you’ve probably heard about robo-advisors. However, you may not ...

Do You Come First with Your Financial Advisor?

Nov 2, 2017

Caldwell Trust Company serves as a true fiduciary meaning we hold ourselves to a higher professional standard. Over the past 12 ...

The Importance of Knowing Who is Administering Your Company 401k

Aug 3, 2017

Saving for retirement should be easy, but there’s a host of federal regulations and financial considerations that can make ...

What Employers Need to Know About 401(k) Rollovers

Jun 29, 2017

When an employee leaves your company, there’s a number of ways to handle the investments in their 401(k). You and the employee ...

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 ...

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 ...

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 ...

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 ...

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 ...

Caldwell Trust Company Blog

The Pros and Cons of Robo-Advisors vs. Personal Advice

Do You Come First with Your Financial Advisor?

The Importance of Knowing Who is Administering Your Company 401k

What Employers Need to Know About 401(k) Rollovers

The US is Moving to a Shortened Settlement Cycle

The Importance of a Fiduciary: What You Need to Know

Investment Letter Commentary

Why We Endorse Pro Growth Policies

Tony Robbins Explains What a Fiduciary Is

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