All posts tagged Educating

  • Thomas S. Caldwell, C.M.

    Chairman

    July 8, 2020

    There has been a lot of discussion on “Group Think”, what are your thoughts about this?

  • Something good for the month

    July 6, 2020

    June 2020

    interesting links

    We’ve put together our favourite links to read for the month of June. We hope you enjoy them as much as we did.


    Advisoranalyst.com | Is It Time To Retire The 60/40 Portfolio?

    If ever there was a mantra in the investment world, it is that you have to diversify. Everyone knows that combining uncorrelated assets into a portfolio reduces the risk of destructive drawdowns. For several decades now, the iconic way to realize diversification in investment portfolios has been through a balance of 60% stocks and 40% bonds (60/40).


    Fast Company | The travel industry will survive COVID-19, but with big changes

    In Fast Company’s Shape of Tomorrow series, they are asking business leaders to share their inside perspective on how the COVID-19 era is transforming their industries. Here’s what’s been lost—and what could be gained—in the new world order.


    Latest memo from Howard Marks | The Anatomy of a Rally


    YouTube channel | Data is Beautiful

    A first-year PhD student, data geek, who enjoys making visualizations as a hobby.


    LinkedIn | The Big Cycles Over The Last 500 Years

    Lengthy LinkedIn posting from Ray Dalio covering key excerpts and elements from his book, The Changing World Order.


    Jasonpereira.ca – The Wisdom of Wealth Management Blog | Questrade’s Marketing: Valid Points, the Denial of the Value of Advice, and Undeliverable Brand Promises.

    There’s one company in Canada that financial advisors almost universally hate: Questrade. It’s no mystery as to why; after all, Questrade has – for years – focused its marketing efforts on ads attacking the advisory industry, questioning our value and above all else, our cost.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Thomas S. Caldwell, C.M.

    Chairman

    July 2, 2020

    We’re in a new world and our new normal is going to be very different. What should we look out for in this new normal?

  • Thomas S. Caldwell, C.M.

    Chairman

    June 24, 2020

    People are focused on COVID-19 and forgetting about the big picture. What can you remind investors regarding their portfolios?

  • Something good for the month

    May 29, 2020

    May 2020

    interesting links

    We’ve put together our top 6 favourite links to read for the month of May. We hope you enjoy them as much as we did.


    Investment Executive: The future of client relationships post-lockdown

    Four positives that may come out of the pandemic.


    Visual Capitalist: The 50 Most Important Life-Saving Breakthroughs in History

    For most of civilized history, life expectancy fluctuated in the 30 to 40 year range.[…] From 1900 to 2015, global life expectancy more than doubled, shooting well past the 70 year mark.


    Latest memo from Howard Marks: Uncertainty

    As everyone knows, today we’re experiencing unprecedented (or at least highly exceptional) developments in four areas: the pandemic, the economic contraction, the oil price collapse and the Fed/government response. Thus a number of considerations make the future particularly unpredictable these days.


    Financial Post: What Canada’s big pension plans were buying and selling in the first quarter of the COVID-19 market

    Major funds took different strategies to navigating rocky first quarter.


    Advisor’s Edge: Advisors add 2.88% in value, study finds

    Activities like rebalancing and behavioural coaching can generate additional returns, finds Russell Investments.


    Youtube: SomeGoodNews

    John Krasinski’s weekly highlights on some good news from around the world.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Thomas S. Caldwell, C.M.

    Chairman

    May 27, 2020

    What do you think a post COVID-19 world will look like for investors?

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