Caldwell Wealth & Estate Advisory Ltd. | financial advisor Archives - Caldwell Wealth & Estate Advisory Ltd.

financial advisor

Investment Focus - Quarterly Review 2020
July 15, 2020

Investment Focus | Issue 11 | Bounce Back Quarter

Bounce Back Quarter After such a severe contraction in the first quarter, the last three months were a breath of relief (all indices were up by double …

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
February 10, 2020

Investment Focus | Issue 4

Year in Review The start of the year is always a good time to reflect on the previous 12 months.  We engage in this process as a …

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 …

 
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 …