Recommended Reading
The Winner's Game
Charles D. Ellis, CFA
(The second to last paragraph on page 6 highlights how we operate at PWL)
PWL - Rethink the Way You Invest
Blaine Lourd Profile: The Evolution of an Investor
Evidence on Investor Behavior From Aggregate Stock
Louis Ederington University of Oklahoma & Evgenia (Janya) Golubeva University of Oklahoma, July 2009
What are the Financial Implications of a Job Loss?
Kathleen Clough, March 2009
The Informed Investor - Making Smart Investing Decisions in Today’s Volatile Market, by Cameron Passmore – PWL Capital, 2007
Three-Factor Model Article
Linked with permission by the Financial Planning Association, Journal of Financial Planning, June 2007, Steven L. Pollock, Using Three-Factor Theory to Assess Investment Performance
The 10 Commandments
Globe Investor Magazine, November 2007
Passive but still picky Dimensional Fund Advisors launches an unusual family of index funds in Canada
Canadian Business
An Introduction to Bonds
A Question and Answer Guide to Bond Investing
Opening Your Retail Account Information Guide
Reports
The Key to Successful Investing
The Art of Portfolio Rebalancing
The PWL Investment Toolbox
Creating a Successful Investment Experience