The Caldwell Dividend Strategy was developed by Mr. Greg Caldwell over a three-year period applying his accumulated knowledge and experience of the past twenty-five years. Educated at the University of Virginia in Charlottesville, with a B. A. in economics, Mr. Caldwell has spent his entire career in the financial arena. He is a former investment broker and financial consultant, who worked in the financial services industry in the 1980s and 1990s. Having worked for both small and very large firms, he has held Series 7, Series 63 and Series 24 licenses, and is a former Certified Financial Planner.

The Caldwell Dividend Strategy was formally launched at the beginning of 2008 and has impressively outperformed the S&P 500 Index in one of the worst periods in recent stock market history.  It caters to investors interested in income stocks. 

The Caldwell Stock Report is designed as an informational tool only and does not render investment advice.  Information in the report is intended to assist individual stock investors in their quest to develop investment portfolios and investment strategies.  Stocks listed in the strategy are a starting point for subscribers to further their own research. Users should consult their financial advisors as to the suitability of Caldwell Stock Report Information to users’ financial goals and risk tolerance.