Ideas & Insights

Our mission is to equip you with the knowledge and clarity needed to navigate your financial journey with confidence.

4th Edition of the Steady Gains Newsletter

Time is an investor's most powerful asset. The principle of compounding, where your returns begin to generate their own returns, can create remarkable wealth over the long term....

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3rd Edition of the Steady Gains Newsletter

Congratulations, Tanya! We would like to congratulate Tanya on her successful completion of the “Canadian Securities Course.”...

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2nd Edition of the Steady Gains Newsletter

Despite some intra-year volatility, equity markets are having a strong year with broad equities up nearly 10%....

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1st Edition of the Steady Gains Newsletter

Welcome to "Steady Gains", the Caldwell Group's new monthly newsletter, delivering concise insights on markets, financial planning strategies and team updates....

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Tariffs, Volatility, and Perspective

Markets are reacting sharply today to sweeping new U.S. tariffs and renewed fears of a global slowdown....

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Navigating Uncertainty: The Power of Diversification

As Canadians, we’ve all felt the impact of recent trade policy upheavals. Long-held norms in international trade are being rewritten, and markets are whipsawing in response to shifting policies....

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Market Update – Tariffs & Strategic Positioning

This morning, markets reacted sharply to the newly announced tariffs and Canada’s swift retaliation—an escalation that could mark a historic shift in Canada-U.S. relations....

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Update on Recent Market Volatility

Last week, the market saw its most volatile period since 2022, with headlines reporting the “worst day in two years for the S&P 500” and “Japan’s stock market experiences worst decline since 1987.”...

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