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Year End Tax Planning - Using Losses to Refund Income Tax
Self Attribution Bias
What are pension plans doing? Lessons for the individual investor
Anchoring Bias – CFRA Radio Interview
Reading the report card – Investment performance and survivorship bias.
Investment
Managing Investment Risk, by Nancy Graham – PWL Capital, May 2008 – click to download PDF
Lawyer’s Weekly
Draft Client’s Will to “Disinherit” the Tax Collector, by Nancy Graham – April 2003
“Equal” Isn’t Necessarily Fair in Estate Planning, by Nancy Graham – September 2002
Giving Money Away Requires Careful Planning, by Nancy Graham – November 2002
CA Magazine
Estate Planning is Not Just Business, It’s Personal, by Nancy Graham
Financial Post Business Magazine, September 2006
The Key to Successful Investing
The Art of Portfolio Rebalancing
The PWL Investment Toolbox
Creating a Successful Investment Experience