Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

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 ...

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 ...

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 ...

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 ...

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 ...

Caldwell Trust Company Blog

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?

Don’t Short a Dull Market - There is Something for Everyone

6 Things You May Not Know About Annuities

Market Snapshot: Merger Mania Continues

The Responsibilities of a Fiduciary

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