Brendan T.N. Caldwell, B.Sc., M.A., CFA

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    April 9, 2021

    “Stocks are a one sided romance”, would you tell us what that means?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    April 8, 2021

    I heard you speaking about Money Ball and the markets recently. Would you elaborate?

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  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 26, 2021

    Given where we are in the world, what’s the next big thing?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 24, 2021

    You are re-reading The Black Swan: The Impact of the Highly Improbable by Nassim Nicholas Taleb. What is your best takeaway?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 9, 2021

    There are so many news stories telling us that we have saved so much money during lockdowns, but when the stores open up people are lined up to spend their cash.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    February 26, 2021

    Let’s talk about Bitcoin and cryptocurrencies. They have been in the news as of late and everyone now feels like they need to get in.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    February 19, 2021

    Reddit’s Wall Street Bets has created a lot of hype on GameStop, but Blackberry has also been part of the trendy herd trading. What are your thoughts?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    January 6, 2021

    Have the markets become totally disconnected from the economy?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    December 23, 2020

    There is a difference with taxation of stocks in Canada and the USA regarding trade and settlement dates. Please explain.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    December 16, 2020

    There have been some articles in the papers regarding the government bailout money used to pay dividends to shareholders. What are your thoughts?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    December 3, 2020

    Gold and cryptocurrency. The oldest store of value and the newest have much in common.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    November 25, 2020

    So many events in the world this year have been out of our control. What hope can you point to for investors in the future?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    November 11, 2020

    There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    November 4, 2020

    Last night was an epic, nail biter Presidential election. What does this mean for markets?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    October 28, 2020

    Alternative Energy seems to be on everyone’ s mind these days. What can you tell us?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    October 14, 2020

    We are seeing inflation with stocks, housing and art but not with other sectors. What has precipitated this?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    September 30, 2020

    Markets have done extraordinarily well since governments began printing money, more so than individuals. Why?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    September 23, 2020

    How would you answer the question: “Why is government debt bad?”

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    September 2, 2020

    Let’s talk about gold, since everyone is.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    July 29, 2020

    Given the choice between a larger firm and an independent firm, what questions should investors be asking about where to put their money?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    July 15, 2020

    The interest rate curve has been steepening. What does that mean for the investor?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    July 8, 2020

    You have been working at the office throughout this crisis. What perspective has this given you on the markets?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    June 17, 2020

    Prices at the gas pumps have been going up but no one is supposed to go anywhere or do anything. What is going on?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    May 27, 2020

    How are you positioning your clients’ portfolios now and going forward?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    May 20, 2020

    What are your thoughts on stagflation?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    May 15, 2020

    What is the challenge and opportunity of investing in these COVID-19 markets?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    May 6, 2020

    What’s the most important investment lesson that you have learned during the COVID-19 pandemic?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    April 29, 2020

    Are you implementing a different strategy with your clients’ portfolios, looking towards a post COVID-19 world?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    April 22, 2020

    There 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?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    April 15, 2020

    We 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?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 25, 2020

    What do you mean by “Our business is not what people think it is”?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 3, 2020

    It 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?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    February 25, 2020

    For 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?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    January 28, 2020

    We’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?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    January 16, 2020

    Please explain downside capture and why does it matter to investors?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    December 17, 2019

    You were just at an event and the discussion was facial expressions. Are facial expressions the pathway to your passion?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    December 11, 2019

    The Caldwell U.S. Dividend Advantage Fund merged with the Clearpoint Global Dividend Fund. Please tell us about the merger.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    December 4, 2019

    The Caldwell U.S. Dividend Advantage Fund made changes in October 2019. One of the changes was fees. Tell us about the fee changes.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    November 19, 2019

    I’m a little confused. Why would anyone invest in negative interest rate bonds? What are their benefits?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    October 30, 2019

    What can you tell me about fees and the role of the Investment Advisor?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    October 8, 2019

    What excites you about the markets these days, especially pre-election?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    September 5, 2019

    Now that the summer months are over, what are you most looking forward to this fall regarding the markets?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    July 30, 2019

    Increasingly, investors are making their decisions based upon owning stock indicies. Does this make sense?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    July 23, 2019

    You love to go sailing. How does that help you navigate the markets?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    June 25, 2019

    Let’s talk about the price of gold. It’s at multi-year highs. What’s driving this?

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