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Michael Caldwell

 
July 14, 2016

Scary Markets: The Brexit Edition (aka “The sky is falling!”)

On Friday June 24th 2016 the financial markets fell into panic as if the world were coming to an end. It seems every year CNN, BNN, …

 
June 14, 2016

Heroes, Big and Small

I mentioned when I first started my newsletters that I wanted to share more than just financial advice. This month I’ve decided to tell you a …

 
May 10, 2016

The Company Retreat and Audacious Goals

Okay, before you read this please be aware that it might be a little, or a lot, boring. After all, what can you say about going …

 
April 5, 2016

Building a Sustainable Family Legacy

I promised earlier in the year to tell you more about what Building a Sustainable Family Legacy means to me. What I think about this today …

 
March 8, 2016

The Odd One Out

One of these things is not like the others, one of these things doesn’t belong: Going to the dentist Buying life insurance Taking a vacation Having …

 
February 1, 2016

It’s All About the SAM

So, how’s your SAM? No, it’s not a novelty fast food burger. It means Strategic Asset Mix and it flows from knowing your goals and what you …

 
January 3, 2016

Welcome to my Newsletter and Blog

Happy new year to you, and welcome to the results of one of my resolutions – an e-newsletter and blog. Why now, you might ask? Good …