Market Research Anthony Layton Tony’s Take: Why invest in international stocks? PWL Capital 2019-03-22T09:00:17 March 22, 2019 Once again this year, as they have for 30 years, international stocks are lagging behind the U.S. and Canadian markets. This may lead you to wonder why you should invest outside of North America when the returns have been so paltry.
Personal Wealth PWL Capital Susan Daley Life Insurance is a key part of many families’ risk strategy. A key question is how much do you need? 2019-03-20T10:00:46 March 20, 2019 Life Insurance is a key part of many families’ risk strategy. A key question is how much do you need? The key to determining the amount of life insurance that’s necessary is to understand what happens financially if you or your spouse dies. The goal is to have your loved ones be able to sustain their standard of living without having to make big sacrifices.
Living in Retirement PWL Capital Peter Guay When should I draw my QPP and OAS? 2019-03-19T10:00:41 March 19, 2019 The Quebec Pension Plan (or QPP) is changing in the coming years. In line with the Canada Pension Plan, the QPP is increasing the amount that employees and employers will have to contribute over the next 7 years.
Personal Wealth PWL Capital Nancy Graham Sustainable Investing Part 1: A Sustainable Overview 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.
