Market Research James Parkyn Free eBook – When More is Less: Investment Lessons from U.S. Endowments PWL Capital 2019-10-8T11:00:56 October 8, 2019 The endowment style of investing has been widely emulated not only by endowments, but also by other kinds of institutional investors and private wealth managers. This paper explores research on the investment performance of U.S. endowments.
Advanced Investing Nancy Graham What’s Wrong With Trying To Beat the Market? 2019-10-7T12:00:16 October 7, 2019 If you’ve been following my No Dumb Questions series for a while, you probably already know: I am not a fan of traditional, active investing. Don’t get me wrong. We proactively look after our clients’ needs every day.
Business Wealth Peter Guay The trouble with value stocks: Is it different this time? 2019-10-4T09:31:30 October 4, 2019 The dot.com bubble seems pretty far away, especially given how much has gone on since 9/11, the financial crisis, the election of Donald Trump to name just a few of momentous events. Nevertheless, there is much to learn for today’s investors from the late 90s mania that sent Internet stocks rocketing to the stratosphere.
Personal Wealth Nancy Graham Good Debt, Bad Debt, and Other Friends and Foes 2019-09-23T15:32:48 September 23, 2019 When it comes to sensitive subjects, managing debt ranks right up there with firing up a chainsaw or a blowtorch before you’ve read the operating instructions. Like any other power tool, debt can help or hurt you depending on how you use it. So, how do you manage desirable debt, and steer clear of the dangerous kind?
Business Wealth Peter Guay Why are the world’s largest corporations redefining the role of business? 2019-09-20T09:00:03 September 20, 2019 Last month, the CEOs of 181 U.S. corporations released a statement committing to a vision of business that is bigger than the single-minded pursuit of profit.
Advanced Investing Benjamin Felix The Irrelevance of Dividends: Still a Non-Starter 2019-09-14T10:00:45 September 14, 2019 Most of the arguments from dividend lovers boil down to being able to successfully select individual stocks. This is not something most people can do consistently. Even in a supposed stock-picking environment, there is no reason to believe that dividends, or the growth of dividends, would be an indication of a good stock to own.
DIY Investing Justin Bender When Should I Dump VEQT (or Should I)? 2019-09-13T09:39:19 September 13, 2019 Hey Justin, it’s Robb Engen from the Boomer and Echo blog. My question to you is about the cost savings of using U.S.-listed ETFs. Right now, 100% of my portfolio is in Vanguard’s all-equity fund, VEQT. There’s about $200,000 in my RRSP, and $50,000 in my TFSA. At what point would you say to me, “Robb, look, you’re absolutely crazy not to break up with your one-ticket fund and switch to a portfolio that includes U.S.-listed ETFs.”
Personal Wealth Nancy Graham Canada’s Financial Industry vs. Canadians’ Best Interests 2019-09-10T10:35:24 September 10, 2019 How often are you spending way more than you need to, just to try to earn decent market returns from your investments? The answer is, way more often than you think! It’s still all too easy for financial providers to game the system by hiding their excessive fees and lackluster returns from view.
