Brendan T.N. Caldwell, B.Sc., M.A., CFA
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
January 6, 2021Have the markets become totally disconnected from the economy?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
December 23, 2020There is a difference with taxation of stocks in Canada and the USA regarding trade and settlement dates. Please explain.
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
December 16, 2020There have been some articles in the papers regarding the government bailout money used to pay dividends to shareholders. What are your thoughts?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
December 3, 2020Gold and cryptocurrency. The oldest store of value and the newest have much in common.
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
November 25, 2020So many events in the world this year have been out of our control. What hope can you point to for investors in the future?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
November 11, 2020There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
November 4, 2020Last night was an epic, nail biter Presidential election. What does this mean for markets?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
October 28, 2020Alternative Energy seems to be on everyone’ s mind these days. What can you tell us?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
October 14, 2020We are seeing inflation with stocks, housing and art but not with other sectors. What has precipitated this?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
September 30, 2020Markets have done extraordinarily well since governments began printing money, more so than individuals. Why?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
September 23, 2020How would you answer the question: “Why is government debt bad?”
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
September 2, 2020Let’s talk about gold, since everyone is.
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
July 29, 2020Given the choice between a larger firm and an independent firm, what questions should investors be asking about where to put their money?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
July 15, 2020The interest rate curve has been steepening. What does that mean for the investor?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
July 8, 2020You have been working at the office throughout this crisis. What perspective has this given you on the markets?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
June 17, 2020Prices at the gas pumps have been going up but no one is supposed to go anywhere or do anything. What is going on?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
May 27, 2020How are you positioning your clients’ portfolios now and going forward?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
May 20, 2020What are your thoughts on stagflation?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
May 15, 2020What is the challenge and opportunity of investing in these COVID-19 markets?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
May 6, 2020What’s the most important investment lesson that you have learned during the COVID-19 pandemic?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
April 29, 2020Are you implementing a different strategy with your clients’ portfolios, looking towards a post COVID-19 world?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
April 22, 2020There seems to be a bit of a calm with investors and things don’t seem to be as bad as they were two weeks ago. Have you had the same experience with your clients?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
April 15, 2020We have never experienced this and we’re trying to navigate through the COVID-19 pandemic. What are you telling your clients to help them get through these unprecedented times?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
March 25, 2020What do you mean by “Our business is not what people think it is”?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
March 3, 2020It has been a challenging time for the health of the world medically and financially. What are your thoughts regarding the Coronavirus and the stock market?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
February 25, 2020For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
January 28, 2020We’re already 3 weeks into 2020 & people have focused on their goals. What are you most excited about in 2020? What gives you the power to make a difference to your clients?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
January 16, 2020Please explain downside capture and why does it matter to investors?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
December 17, 2019You were just at an event and the discussion was facial expressions. Are facial expressions the pathway to your passion?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
December 11, 2019The Caldwell U.S. Dividend Advantage Fund merged with the Clearpoint Global Dividend Fund. Please tell us about the merger.
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
December 4, 2019The Caldwell U.S. Dividend Advantage Fund made changes in October 2019. One of the changes was fees. Tell us about the fee changes.
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
November 19, 2019I’m a little confused. Why would anyone invest in negative interest rate bonds? What are their benefits?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
October 30, 2019What can you tell me about fees and the role of the Investment Advisor?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
October 8, 2019What excites you about the markets these days, especially pre-election?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
September 5, 2019Now that the summer months are over, what are you most looking forward to this fall regarding the markets?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
July 30, 2019Increasingly, investors are making their decisions based upon owning stock indicies. Does this make sense?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
July 23, 2019You love to go sailing. How does that help you navigate the markets?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
June 25, 2019Let’s talk about the price of gold. It’s at multi-year highs. What’s driving this?