Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

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 ...

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 ...

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 ...

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 ...

Bremain Turns into Brexit: Keep Calm and Carry On

Jun 24, 2016

Global stock markets and London Bookies had predicted a remain vote in the days leading up to the UK’s referendum on remaining in ...

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 ...

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 ...

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 ...

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 ...

Caldwell Trust Company Blog

A Brief Investment Comment

Caldwell's Post Election Thoughts - A Stunning Victory

The Cost of Carrying Debt: "Uncle Sam Needs a Refi"

June Employment Report

Bremain Turns into Brexit: Keep Calm and Carry On

The Big Three: The Dollar, Oil, and the Fed

How Much Is Enough to Leave Your Children - Marriage / First Home / First Business

How Much Is Enough to Leave Your Children - The Apprenticeship Years

The Difference Between a 401(k) and 403(b) Qualified Retirement Plan

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