The New Yorker: The Invention of Money Video: Morgan Housel on Behavioural Biases and Pitfalls at #IndiaInvConf 2019 CFA Institute – Enterprising Investor: How to…

William’s Weekly Economic Recap for the Week of September 30 – October 4, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for…

William’s Weekly Economic Recap for the Week of September 16-20, 2019 (view as PDF) About William William Chin, Chief Technical Analyst for Caldwell Investment Management…

You’ve spent a few meetings probing and conducting a needs analysis. You’ve checked, double checked and triple checked to ensure your prospect is aligned with…

In the search for bargains or value, the starting point is often in bad news. Clearly, there is no shortage of negatives these days, from…

The New York Times: Shareholder Value Is No Longer Everything, Top C.E.O.s Say Real Investment Advice: Everything You Are Being Told About Saving & Investing…

Looking out the windows of our office we count only three construction cranes. You can imagine our surprise after coming across the below chart –…

I worked with an Advisor that was great at getting referrals from clients and this kept his pipeline moderately full. He decided to invest in…

This posting marks our inaugural entry into the world of blogging.   Who we are Founded in 1990, Caldwell Investment Management Ltd. is a leading…