All posts tagged Risk

Justin Elliott, CFA

Investment Analyst

August 25, 2021

Let’s talk about anchoring bias and the role it plays on investor psychology.
Thomas S. Caldwell, C.M.

Chairman

June 9, 2021

I often hear you saying “if you don’t trust a person, you shouldn’t deal with them”.
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?

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

May 6, 2020

What’s the most important investment lesson that you have learned during the COVID-19 pandemic?
Thomas S. Caldwell, C.M.

Chairman

May 6, 2020

One of the issues with investing right now is that many investors don’t understand the products. What would you say to them?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

April 29, 2020

Are you implementing a different strategy with your clients’ portfolios, looking towards a post COVID-19 world?

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