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


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 …

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 …

February 22, 2017

The Good, the Bad and the Ugly

My last real blog post was in October and a lot has happened since then, to me personally and in the world. And then of course, …

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, …

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 …