All posts tagged Educating
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
April 21, 2021It seems that commodities are flying high. Is this something that people should pursue?
Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
April 16, 2021Many have daughters who will be graduating from university this summer. Do you have any advice for these young women?
Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
April 15, 2021There 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?
Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund -
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?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
April 8, 2021I heard you speaking about Money Ball and the markets recently. Would you elaborate?
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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Thomas S. Caldwell, C.M.
Chairman
April 7, 2021Markets are great educators in humility