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Financial Advice

Top 5 reasons Canadians DO NOT have a Financial Advisor

Credo Consulting released a research earlier in 2019 highlighting the Top 5 Reasons Canadians do not work with a Financial Advisor. This information might be…

20191209-William's-Weekly-Economic-Recap

The Week of December 2 – December 6, 2019

William’s Weekly Economic Recap for the Week of December 2 – December 6, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for…

20191203-William's-Weekly-Economic-Recap

The Week of November 25 – November 29, 2019

William’s Weekly Economic Recap for the Week of November 25 – November 29, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for…

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November 2019

We are always looking for great insightful articles to share within our community. November was full of interesting, positive and negative topics. We hope you…

20191125-William's-Weekly-Economic-Recap

The Week of November 18 – November 22, 2019

William’s Weekly Economic Recap for the Week of November 18 – November 22, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for…

20191118--William's-Weekly-Economic-Recap

The Week of November 11 – November 15, 2019

William’s Weekly Economic Recap for the Week of November 11 – November 15, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for…

something good for the month of October 2019

October 2019

Thinkoutsidetheslide.com: Latest Annoying PowerPoint Survey Results Latest Memo from Howard Marks: Mysterious Bloomberg: How Do You Like We Now No Mercy / No Malice: MDMA…

20191111-William's-Weekly-Economic-Recap

The Week of November 4 – November 8, 2019

William’s Weekly Economic Recap for the Week of November 4 – November 8, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for…

20191105--William's-Weekly-Economic-Recap

The Week of October 28 – November 1, 2019

William’s Weekly Economic Recap for the Week of October 28-November 1, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for Caldwell Investment…

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Don’t leave me this way: Getting results from your voicemails

When I first started at Caldwell, I was tasked with making several cold calls to Advisors that didn’t know about our firm. My biggest frustration…

20191028--William's-Weekly-Economic-Recap

The Week of October 21 – October 25, 2019

William’s Weekly Economic Recap for the Week of October 21-October 25, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for Caldwell Investment…

Buffett Preview

Infographic: Visual Capitalist

Part One of a five-part visual graphic series about the life and wisdom of Warren Buffett examining his achievements made through his decades of being…

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