All posts tagged Markets

  • 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?

  • 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.

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    March 4, 2021

    There seems to be a strong rotation between ‘stay at home’ and ‘reopening’ stocks. One group could outperform the other significantly in a rather short period of time. How do I pay attention to my maximum advantage?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 25, 2021

    Some try to time the market. You look at market mood. What does that mean?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 24, 2021

    Investing is about the future and it’s long-term. What are your thoughts of the trendy mob investing that’s been occurring?

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