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Caldwell Trust Company – Building Wealth and Preserving Legacy Blog
6 Things You May Not Know About Annuities
Mar 31, 2015
A diverse retirement portfolio is comprised of a variety of options for investment management, like 401(k), Roth IRA, real ...
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Market Snapshot: Merger Mania Continues
Mar 25, 2015
In a deal that would create the world’s fifth largest food company, Kraft Foods and Heinz will merge with the backing from its ...
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The Responsibilities of a Fiduciary
Mar 17, 2015
A fiduciary is an individual or company that is given the legal duty and capacity to act on the behalf of another for matters ...
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Why Audit Yourself?
Feb 13, 2015
Getting an unbiased opinion is always a good idea when it comes to things that really matter to you. Like your health. Or your ...
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Do I Need a Safety Deposit Box?
Feb 3, 2015
Keeping your most precious items and financial documents safe and secure should always be a priority for a family’s financial ...
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Tips for High Income Earners to Lower Their Taxes in 2015
Jan 20, 2015
As a high income earner, you have worked hard for every penny of your assets. However, come tax time, you may be struggling to ...
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Stocks still the asset class of choice; correction afoot?
Dec 9, 2014
With three quarters of 2014 complete and the beginning of a market correction materializing, we are reminded of how resilient the ...
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Market Snapshot - Malthusian? Economic choices must be at work
Oct 24, 2014
Thomas Malthus was an 18th Century Economist who did some fantastic work on populations. His main contribution was to illustrate ...
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Market Snapshot: The Financial Market is Overdue for a Sell Off
Sep 11, 2014
By our count we have gone approximately 740+ market days without the start of a 10% correction. You just can't keep a good market ...
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