Investing in Peace of Mind

Summary

Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.

Contributors

Summary

Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.

Contributors

Summary

Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.

Contributors

Summary

Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.

Contributors

Summary

Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.

Contributors

Summary

In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade.

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Summary

According to a recent survey (Blackrock, 2021) of American retirees most had 80% of their pre-retirement savings after almost two decades of retirement and one-third grew their assets over the course of retirement. Despite this comforting picture, there is concern (Merton, 2014) about a retirement crisis for recent and future retirees.

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This report describes the competitive landscape for passively and actively managed funds from 2011 to 2020 in Canada, the United States and around the world.

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Heuristics, like rules of thumb, help individual investors make quick decisions under conditions of uncertainty. Investing a lump sum prior to a sharp stock price decline is an outcome that many investors fear; it seems intuitive that investing a lump sum is risky.

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This document is intended to provide up-to-date estimates of the expected returns of asset classes and portfolios for Canadian investors. The methodology underlying these estimates is outlined in a separate document1.

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To help you complete your income tax return, the following document is an overview of the most common Canadian tax slips.

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PWL Capital is structured such that all your assets are held in accounts in your name by our carrying broker, National Bank Independent Network. When you deposit money to your accounts, the cheque is made out to NBIN, never PWL. Any movements of funds or securities in or out of your accounts can only be executed with your written authorization.

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To help you complete your income tax return, the following document is an overview of the most common Canadian tax slips.

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To help you complete your income tax return, the following document is an overview of the most common Canadian tax slips.

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The following are recent changes to the NBF Best Execution public disclosure statement, which will be noted in this section for your reference, and will be maintained for at least the next 6 months

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Starting in January 2017, Canadian investors may have difficulty comparing their performance to a suitable benchmark. This is because provincial securities regulators will require advisors to report money-weighted rates of return, which are less useful for benchmarking.

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This document explains how to use the Rate of Return calculator to calculate your portfolio’s annual rate of return.  

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By using an approximate time-weighted rate of return (such as the Modified Dietz method), investors will be better able to gauge their performance relative to index benchmarks.

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By using an approximate time-weighted rate of return (such as the Modified Dietz method), investors will be better able to gauge their performance relative to index benchmarks.

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By using an approximate time-weighted rate of return (such as the Modified Dietz method), investors will be better able to gauge their performance relative to index benchmarks.

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This document provides the performance data for Dimensional Global Portfolios for September 2021, as compiled by the Passmore & Felix team.

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This document provides the performance data for the Model ETF Portfolios as of June 2021, as compiled by the Toronto team.

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This document provides the performance data for Model Portfolios for June 2021, as compiled by Parkyn-Doyon La Rochelle.

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This document provides the performance data for Model Portfolios for June 2021, as compiled by Peter Guay Team.

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This document provides the performance data for Dimensional Global Portfolios for May 2021, as compiled by the Passmore & Felix team.

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A midyear update to the Vanguard Economic and Market Outlook for 2021

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The instant access to unlimited information on the Internet has not improved experienced investors’ chances of having a positive investing experience. The need to rise above the noise with out busy lives has never been greater. That is where this book comes in.

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Jargon-free and written for all investors — experienced, beginner, and everyone in between — The Investment Answer distills the process into just five decisions — five straightforward choices that can lead to safe and sound ways to manage your finances.

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As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over with their money. They were letting emotion get in the way of making smart financial decisions. He named this phenomenon—the distance between what we should do and what we actually do— “the behavior gap.”

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A country place is a symbol of relaxation, continuity in life, and family harmony. But when the topic of ownership succession is raised, that lovely spot can be transformed into a source of stress, uncertainty and family strife.

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This checklist provides information on additional steps that you can take to protect yourself from identity theft and fraud.

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