Caldwell Wealth & Estate Advisory Ltd. | Advisor Blogs Archives - Caldwell Wealth & Estate Advisory Ltd.

Advisor Blogs

investment-focus-update
June 7, 2023

Investment Focus | Issue 16 | Staying Steady Amidst Economic Shifts: US Debt, Canadian Rates, and Recession Outlook

US Debt Default The US successfully avoided defaulting on its debt this weekend by reaching a new debt ceiling agreement. This development brings relief to the …

quarterly-review2022
June 15, 2022

Investment Focus | Issue 14 | Should I be worried right now?

Many investors have worries and questions about the global stock market’s decline.  These emotions are totally normal.  There is a whole field in investing called “behavioural …

Special Update - Investment Focus 2022
January 28, 2022

Investment Focus | Issue 12 | What’s causing the recent market volatility and selloff?

The first few weeks of 2022 have not been kind to investors. In fact, it’s been the worst January for almost 30 years. While the Canadian …

Special Update - Investment Focus 2020
March 28, 2020

Investment Focus | Issue 8 | Spectacular rebound… Is this the end of the bear market?

Investment Update | Spectacular rebound… Is this the end of the bear market? In contrast to last week, this week has been a welcome change in the …

Special Update - Investment Focus 2020
March 21, 2020

Investment Focus | Issue 7 | Down, Up, Down, Up, Down

Investment Update – Down, Up, Down, Up, Down This week has seen some incredible volatility on world markets, with large swings both up and down. As I …

Special Update - Investment Focus 2020
March 12, 2020

Investment Focus | Issue 6 | Market Meltdown & Oil War

Investment Update – Market Meltdown & Oil War Here Comes the Bear Since the last newsletter, the market has been moving in all directions.  This week, the …

Special Update - Investment Focus 2020
February 28, 2020

Investment Focus | Issue 5 | Coronavirus

Investment Update – Coronavirus [Edited December 7, 2020 to remove copyrighted material] The steep selloff that started Monday has continued and it looks like we will have …

Investment Focus - Quarterly Review
November 6, 2019

Investment Focus | Issue 3

The Return to Volatility Volatility was the norm in the third quarter.  Whether it was the loss of five million barrels of oil per day from the …

Learning the ABCs of Financial Literacy
August 7, 2019

The ABCs of $1-2-3s | Part One

I Know What You’re Thinking It’s the summer, it’s vacation time, and (as much as you might be eager for your kids to be back in the …

Investment Focus - Quarterly Review
July 23, 2019

Investment Focus | Issue 2

  Nothing in the World is Free “Nothing in the world is free…The sooner you know it, the better you’ll be” Clifford Coulter (Jazz Artist) I was …