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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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Investors May Now Benefit from the Power of Compound Earnings

Jun 28, 2013
A dubious urban legend says that Albert Einstein named compound interest as the most powerful force in the universe. Another ...
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Dividend-Paying Stocks can Provide Long-Term Benefits

Apr 10, 2013
To achieve optimum results for our clients, we at Caldwell Trust Company employ sound investment strategies based on our ...
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Tim Videnka Brings Experience and Enthusiasm to Investment Analyses

Apr 9, 2013
Timothy J. Videnka, CFA, joined Caldwell Trust Company in late 2011 to fill a newly created position as vice president, ...
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2012 Investment Review: a year of worries —and unexpected gain

Feb 12, 2013
The calendar year 2012 may have been a year of surprises, investor worries and disappointments but despite so many bumps in the ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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

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