Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

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 ...

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 ...

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 ...

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 ...

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 ...

Caldwell Trust Company Blog

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

To Frack or Not to Refrack: That is the Question

Market Snapshot - Big Trouble in Little China...Maybe

Do Stock Market Valuations Indicate Major Turning Points?

What Kind of Returns Are You Expecting?

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