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

  • 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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