All posts tagged Investment Success

  • 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?

  • 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?

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

    President and CEO

    April 8, 2021

    I 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.

  • 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?

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