All posts tagged Discipline

Thomas S. Caldwell, C.M.

Chairman

September 22, 2021

You have this great saying “When in doubt attack!”
Thomas S. Caldwell, C.M.

Chairman

September 15, 2021

Meetings are important whether virtual or in person. When you leave a meeting, what are you going to do?
Denis Taillefer, CFA

Portfolio Manager

August 26, 2021

The transition to Electric Vehicles (EVs) seems to be gaining more traction. How can an investor play this long secular trend?
Denis Taillefer, CFA

Portfolio Manager

August 20, 2021

If an individual wanted to actively manage their investment portfolio, what would be the #1 piece of advice you would them?
Justin Elliott, CFA

Investment Analyst

August 12, 2021

Let’s talk about consumer spending, the card networks and barriers to entry.
Denis Taillefer, CFA

Portfolio Manager

August 4, 2021

What is the investment question you get the most from friends and family?

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