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When Does It Make Sense to do Stock Buybacks?

Jul 8, 2014
As of December 31, 2013, S&P 500 companies reported more than $4 trillion in cash and short-term investments on their balance ...
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John Booth Brings Common-Sense Approach to Handling the Trust Business

May 28, 2014
Common sense is genius dressed in its working clothes,” wrote Ralph Waldo Emerson. He could have been describing John S. Booth ...
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Dr. Arthur B. Laffer presents his thoughts on the state of our economy

May 22, 2014
Dr. Arthur B. Laffer, internationally regarded economist and longtime consultant to investment managers and employees Caldwell ...
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2013 Was a Strong Year for Caldwell Trust Company

Mar 11, 2014
Construction is underway at 1400 Center Road. Caldwell Trust Company experienced healthy growth in several areas in 2013 ...
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Stocks in 2014 lag 2013's stellar performance; maybe that's good

Mar 3, 2014
U.S. stocks have taken a pause in their upward march. They began 2014 in uncertain territory, on the heels of headlines about ...
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The Stock Markets: Nice run in 2013! What might 2014 hold?

Dec 31, 2013
The year 2013 began with the government spending sequester in force and Washington playing a large-scale game of brinksmanship ...
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The Fed, the Economy, the News: When Bad News is Good, When Good News is Good

Oct 7, 2013
If the market continues as it appears today, we may be poised to enjoy a highly favorable situation where bad news is good news ...
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To Taper, or Not to Taper: That is the Question

Aug 15, 2013
Recent headlines that the Federal Reserve is contemplating tapering its bond buying (QE or Quantitative Easing) program have ...
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Special Report - 53rd Annual Laffer Conference Provides Overview of Economy

Jul 23, 2013
Representatives from Caldwell Trust Company attended the 53rd annual conference presented by Laffer and Associates in Washington, ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292


Vero Beach Office

(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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