-
William's Weekly Economic Recap
The Week of October 28 – November 1, 2019
William’s Weekly Economic Recapfor the Week of October 28-November 1, 2019 (view as PDF)
-
Partners in Prospecting
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… More
-
William's Weekly Economic Recap
The Week of October 21 – October 25, 2019
William’s Weekly Economic Recapfor the Week of October 21-October 25, 2019 (view as PDF)
-
Chatting The Charts
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… More
-
William's Weekly Economic Recap
The Week of October 14 – October 18, 2019
William’s Weekly Economic Recapfor the Week of October 14-October 18, 2019 (view as PDF)
-
William's Weekly Economic Recap
The Week of October 7 – October 11, 2019
William’s Weekly Economic Recapfor the Week of October 7-October 11, 2019 (view as PDF)
-
Something Good for the Month
September 2019
The New Yorker: The Invention of Money Video: Morgan Housel on Behavioural Biases and Pitfalls at #IndiaInvConf 2019 CFA Institute – Enterprising Investor: How to… More
-
William's Weekly Economic Recap
The Week of September 30-October 4, 2019
William’s Weekly Economic Recapfor the Week of September 30 – October 4, 2019 (view as PDF)
-
William's Weekly Economic Recap
The Week of September 16-20, 2019
William’s Weekly Economic Recapfor the Week of September 16-20, 2019 (view as PDF)
-
Partners in Prospecting
When your Prospect is “As Cold As Ice”
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… More
-
Tell Me Something Good
Where are the bargains?
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… More
-
Something Good for the Month
August 2019
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… More