Personal Wealth Nancy Graham Sustainable Investing Part 1: A Sustainable Overview PWL Capital 2019-03-19T09:58:27 March 19, 2019 If there’s one trait most of us share, we want to make the world a better place. No wonder I’ve been hearing “No Dumb Questions” on sustainable investing. Or it’s also known as “ethical,” “socially responsible,” “ESG,” or “impact” investing.
Personal Wealth PWL Capital The Rational Reminder Episode 37: Spending and Budgeting: Aligning Your Values and Goals To Your Finances 2019-03-15T12:01:09 March 15, 2019 This is episode 37 of the Rational Reminder podcast with Benjamin Felix and Cameron Passmore.
Advanced Investing PWL Capital Benjamin Felix Calculating and Understanding your Portfolio Returns 2019-03-13T10:11:30 March 13, 2019 Evaluating investment performance is not as easy as observing your rate of return. A rate of return is only as meaningful as the methodology used to find it, and the benchmark that it is being compared to. The most common rate of return calculation methodologies are money-weighted rate of return, time-weighed rate of return, and Modified Dietz which is sort of like a hybrid of the two.
Family Stewardship & Philanthropy PWL Capital Anthony Layton Tony’s Take: What entrepreneurs should know about family trusts 2019-03-8T09:55:56 March 8, 2019 You could be forgiven for thinking family trusts are only for the very rich. In fact, trusts can be an invaluable financial, estate and tax planning tool for many people.
Personal Wealth PWL Capital The Rational Reminder Ep. 36 – ETF Model Portfolios: For Performance and Comparison Purposes 2019-03-7T09:58:02 March 7, 2019 This is episode 36 of the Rational Reminder podcast with Benjamin Felix and Cameron Passmore.
Family Stewardship & Philanthropy PWL Capital Peter Guay How much Life Insurance do you really need? 2019-03-5T22:11:35 March 5, 2019 Life insurance is a painful topic. No one likes to ponder their own death and how their family will live without them. That said, if you have a spouse and kids, you need to protect them from the possibility that you might not always be there.
Behavioural Finance PWL Capital Nancy Graham A Hit List of the Six Most Unwanted Behavioural Biases 2019-03-5T09:00:30 March 5, 2019 All good things. But those same biases can cause serious damage to you as an investor. So today, let’s look at a hit list of the six most unwanted financial behavioural biases that stand between you and your most rational investing. Hopefully, by being aware of them, you can overcome them.
