Something Good for the Month

October 2020

interesting links

With all the noise on the Internet these days, we try to look forward and focus on these good reads found online in the month of October. We hope you enjoy them as much as we did!

The Ringer | The Sean Connery Syllabus

The actor behind everything from James Bond to Professor Henry Jones—and the inspiration for one of the greatest impressions in ‘SNL’ history—died at the age of 90 this past weekend.

The Market | Inflation will be a game changer

Jim Bianco, founder and chief strategist of Bianco Research, anticipates a surge in inflation confronting investors with entirely new challenges.

The Market | Charting America’s Debt: $27 Trillion and Counting

Since the Global Financial Crisis, America’s national debt has often grown at a faster rate than GDP.

Latest memo from Howard Marks | Coming into Focus

FA Mag | Investor Willingness To Pay For Advice Is On The Rise

Investors want more advice than before, according to The U.S. Retail Investor Advice Relationships 2020: Accentuating the Value of Advice, a Cerulli report that found 56% of its respondents are willing to pay for professional advice, up from 51% in 2019.

Bloomberg | Robinhood Users Say Accounts Were Looted, No One to Call

Bridge | 8 Ways Top-Performing Financial Advisors Engage Their Clients

Today’s advisor is facing greater pressure to deliver a high-caliber client experience. Given the increase in competition, especially digitally native solutions, advisors are continuously tasked with showcasing the value of their services and keeping their clients engaged.

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 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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