Business Wealth Peter Guay Why are the world’s largest corporations redefining the role of business? PWL Capital 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.
DIY Investing PWL Capital 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 PWL Capital 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.
Market Research PWL Capital Raymond Kerzérho It’s Wrong to Compare ETFs with CDOs 2019-09-9T12:00:36 September 9, 2019 According to this Bloomberg article, Michael Burry (a hedge fund manager and the main character of the novel and movie The Big Short) draws a parallel between Collateralized Debt Obligations (CDOs), whose disastrous flaws were partly responsible for the 2008 financial crisis, and exchange-traded funds (ETFs), and concludes that there is potential for a potential similar outcome in this market as well.
Advanced Investing PWL Capital The Rational Reminder Episode 62: The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More! 2019-09-5T11:31:23 September 5, 2019 We are doing another variety show for all of you and this week we cover some news, current affairs, questions and of course our staple bad advice of the week!
Advanced Investing PWL Capital Dan Bortolotti Podcast 26: ETF Deep Dive With Erika Toth 2019-08-28T11:36:47 August 28, 2019 In the latest episode of the podcast, we take a detailed (and technical) look at the inner workings of ETFs. I’m joined in the studio by Erika Toth, a director at BMO ETFs whose role is to help both investors and advisors understand how these funds are structured, how they trade, and how they should be used in a portfolio.
Living in Retirement PWL Capital Graham Westmacott RRSPs, RRIFs, death and taxes. 2019-08-28T11:21:00 August 28, 2019 Does accelerating withdrawals from registered retirement plans reduce taxes? Prompted by the recent death of a friend, a client asked what they could to avoid a large tax bill from their registered savings when they died.
Personal Wealth PWL Capital Nancy Graham What Happens If You Can No Longer Make Your Own Money Decisions? 2019-08-27T10:00:06 August 27, 2019 In my last video, we took on a tough topic: How do you prepare financially for the death of your spouse? Today, I’m going to bring up another thorny subject: What if your spouse, parent, or another close family member starts having trouble with their memory or their ability to make rational decisions? In other words, what if they become incapacitated?
