Client Login
Call Us: 800-338-9476
Investment Management
Trusts & Estates
Retirement Planning
About Us
About Us
Caldwell's 30th Anniversary
Locations
Sarasota
Venice
Resources
Blog
Quarterly Newsletter
Monthly Market Commentary
Client Login
Caldwell Trust Company – Building Wealth and Preserving Legacy Blog
The Big Three: The Dollar, Oil, and the Fed
Jun 6, 2016
With a bumpy start to the year in stocks and a nice rally off the February 11 bottom, we are in and around the highs for the year ...
Read More
How Much Is Enough to Leave Your Children - Marriage / First Home / First Business
Mar 8, 2016
For parents, there is no greater concern than protecting the health and happiness of their children. However, it can be hard to ...
Read More
How Much Is Enough to Leave Your Children - The Apprenticeship Years
Feb 2, 2016
Taking care of your children when you’re gone is always at the top of any parent’s mind. In this post we’ll take a look at how to ...
Read More
The Difference Between a 401(k) and 403(b) Qualified Retirement Plan
Jan 13, 2016
If you or your spouse have a career in education, you probably have been contributing to a 403(b) account, but do you know ...
Read More
To Frack or Not to Refrack: That is the Question
Sep 15, 2015
In this investment letter we provide an update on what is happening within the U.S. oil patch and its implications. When scanning ...
Read More
Market Snapshot - Big Trouble in Little China...Maybe
Aug 25, 2015
Today, we get a reprieve from the last few days of selling pressure in stocks. Overnight, China cut interest rates and reduced ...
Read More
Do Stock Market Valuations Indicate Major Turning Points?
Aug 11, 2015
Many a market pundit has recently offered an opinion on stock valuations and most have ruled that the U.S. market is approaching ...
Read More
What Kind of Returns Are You Expecting?
Jun 4, 2015
Many articles have been written highlighting the status of state and local government pensions. Primarily, these writings pointed ...
Read More
Don’t Short a Dull Market - There is Something for Everyone
Apr 27, 2015
With Thursday’s close of the NASDAQ at a new all-time peak of 5056, and noting the last time we saw these levels was 15 years ...
Read More
Previous
4
5
6
7
8
Next
Subscribe to our blog
Recent Posts
3 Common Trust Mistakes
Oct 16, 2023
Which Documents Do I Need to Keep Forever?
Sep 25, 2023
The Difference Between Using a Trust Company as an Investment Manager vs. a Broker
Sep 11, 2023
5 Questions to Ask Before Hiring an Investment Advisor
Download The Guide
The 9 Step Guide to Establishing a 401(k) for Your Business
Download the guide
Posts by Tag
Trusts & Estate Planning
(95)
Investments
(91)
Market Preview
(58)
Corporate
(51)
Retirement Plan Services
(43)
Caldwell Cares
(32)
In the News
(12)
Digital Assets
(4)
Trust Management Services
(4)
Living Wills
(2)
Healthcare
(1)
See all