All posts tagged Analysis

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    April 15, 2021

    There is talk that index funds are low in management fees and computers can help manage portfolios, resulting in lower fees. What do you say to that?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 14, 2021

    What are your thoughts on the oil and gas industry?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 7, 2021

    Markets are great educators in humility

  • Thomas S. Caldwell, C.M.

    Chairman

    March 31, 2021

    Investors always worry when the markets decline, but you believe declines are buying opportunities.

  • 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?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 25, 2021

    What are your thoughts on inflation? Is it temporary or long term?

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