All posts tagged Investment Success

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    January 21, 2021

    Let’s talk about the strong performance of lenders recently and kicking the can down the road.

  • Thomas S. Caldwell, C.M.

    Chairman

    January 20, 2021

    We’re three weeks into January. What are your thoughts of the markets in the beginning of 2021?

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    December 29, 2020

    I’ve read in the media that there has been a big rotation from ‘new technology’, or ‘stay home’ stocks into more traditional sectors like energy and transportation, in anticipation of the return to normal. What does this mean to my portfolio?

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    December 10, 2020

    So many are very excited about the roll out of the vaccines. Should I invest aggressively now?

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

    President and CEO

    November 25, 2020

    So many events in the world this year have been out of our control. What hope can you point to for investors in the future?

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

    President and CEO

    November 11, 2020

    There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?

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