PWLCapital

The market has given us lemons this year.  It is year end and here is an idea to help you make lemonade. 

This week I spoke with Greg Hebert on CFRA’s and the Chartered Accountant’s Tax Tip Tuesdays about ‘tax loss trading’. This is a tax tool that can put cash in your pocket.  Listen here to find out more...
 

This week I spoke with Greg Hebert of CFRA Business at Night.  Understanding your state of mind as an investor is very important, particularly in the current market environment.  This interview is a part of a continuing series on what has been learned about behavioural finance through research.  We talk about self attribution bias and how understanding this behaviour can protect you from making mistakes in your investment decision making.
 

Listen in…

Pension plans are widely regarded as the ‘smart money’ that takes ‘educated risks’ and has the performance to show for it. On September 25 I spoke with Greg Hubert of CFRA Business At Night, about what investors can learn from the professional money managers. The Canada Pension Plan has been transformed from an underfunded underperforming pool of illiquid bonds in the late 1990’s. It is now a professionally managed, internationally diversified, strong performing portfolio of $127 billion. We look at what happened and highlight what investors can take away for their own investment thinking,

Listen in…

When investors make decisions, there is as much psychology at work as there is logic.  When you hear someone say ‘ I will sell that stock as soon as it comes back to the price I paid for it’ what is really going on here?  Listen in and find out how this kind of statement can throw an anchor around your investment plan and keep it from moving forward.

As a parent, you know how to read a report card. As an investor, it is important to know how to read the performance report card. Listen in and find out how the poorest returns can disappear from the stats – its called survivorship bias and as an investor it is something that is important to know.

Listen to Nancy’s recent radio interview on CFRA to learn more.