Caldwell Wealth & Estate Advisory Ltd. | investing Archives - Caldwell Wealth & Estate Advisory Ltd.


September 29, 2022

Investment Focus | Issue 15 | When Will the Pain End?

It’s been a hard year and not the one many hoped for coming out of a two-year pandemic! Unfortunately, the solutions to our economic problems in …

Special Update - Investment Focus 2022
May 7, 2022

Investment Focus | Issue 13 | An Overdue Correction

It has been a volatile start to the year. We’ve had 30-year highs in inflation, interest rate increases, Covid, the Ukraine/Russia conflict, and China lockdowns.  There’s …

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 …

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 …

Of Ants and Grasshoppers
June 18, 2019

Of Ants and Grasshoppers

In a field one summer’s day a Grasshopper was hopping about, chirping and singing to its heart’s content. An Ant passed by, bearing along with great toil …

Investment Focus - Quarterly Review
April 16, 2019

Investment Focus | Issue 1

The Difference a Few Months Can Make The closing months of 2018 were a classic example of behavioral science in action. The concept of “Loss Aversion” …

Investors behaving badly
March 7, 2019

Investors Behaving Badly

If market volatility is keeping you awake at night, there’s an even more insidious danger lurking in the shadows. Dalbar Inc., a research company that studies …

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, …