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August 2019

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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 is Wrong


Latest Memo from Howard Marks: On the Other Hand


Advisorwebsites: 15 Unexpected Social Media Stats for Financial Advisors


HUFFPOST: Household Debt Soaring Among Canada’s Young Adults, And It’s Not Mortgages


Forbes: 7 Things That Really Grind Consumers’ Gears, And What You Can Do About It


Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
The contents of this blog are the personal views of the author and not necessarily the views of Caldwell Investment Management Ltd. The views expressed, while based on current market conditions and information, they are subject to change without notice and as such, there can be no assurance that actual results will not differ materially from such expectations. The comments are an illustration of broader themes and intended to be for general information purposes only.
Forward-looking statements are not guarantees of future results as they involve uncertainties and assumptions; there can be no assurance that actual results will not differ materially from expectations.
The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied is made by Caldwell Investment Management Ltd. or its affiliates.

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