Market Research Reach the Top ...in many other areas, standing out with your investment results requires good documentation. To do this, a good starting point is the report published by the research firm Standard and... Raymond Kerzérho May 6, 2021 Market Research
Advanced Investing Trolleyology and the Future of Wealth Management A runaway trolley is headed for five workmen who will be killed if it proceeds on its current course. You are standing on a footbridge spanning the tracks, in between... Graham Westmacott Jul 7, 2016 Advanced Investing
Personal Wealth This time is not different when it comes to value stocks ...whether the long-standing outperformance of value stocks has disappeared for good. It’s an important question because since the 1920s, value stocks have generated better returns than growth stocks. In the... Peter Guay Nov 26, 2020 Personal Wealth
Living in Retirement How Much Does Your Advisor Care About Your Retirement? ...think about retirement risk rather differently than their clients. To understand why this occurs requires a more precise understanding of retirement risk. For many Canadians moving into retirement, the focus... Graham Westmacott Apr 28, 2016 Living in Retirement
Advanced Investing Understanding Your ETF’s Currency Exposure (Part 1) ...thought much about, I still think you’ll find it worth your while to learn more. https://youtu.be/D8wnrDJOFLY Dollars to Doughnuts … Doh! When it comes to understanding the intricacies of currency... Justin Bender Jul 9, 2020 Advanced Investing
Personal Wealth The Case for Renting a Home – Part 1 ...before costs. When a homeowner is standing back after 38 years and admiring the appreciation in the value of their home, they aren’t usually accounting for the costs incurred along... Benjamin Felix Mar 30, 2018 Personal Wealth
Personal Wealth Where There’s a Will … You Could Still Use Some POAs ...stressful already. First, your loved ones won’t have to second-guess what your preferences would have been. It also gives them stronger legal standing to carry out your preferences as specified.... Nancy Graham Aug 16, 2018 Personal Wealth
Personal Wealth Canadian Couch Potato – Podcast 16: Common Sense With Ben Carlson ...you with this to ponder: if you developed software that could generate reliable profits in the stock market, would you spend your Saturday afternoons at investment seminars, standing in a... Dan Bortolotti May 5, 2018 Personal Wealth
Starting Out Revisiting Your Estate Planning Essentials ...plenty stressful already. First, your loved ones won’t have to second-guess what your preferences would have been. It also gives them stronger legal standing to carry out your preferences. Again,... Nancy Graham Jan 25, 2021 Starting Out
Advanced Investing Actively Managed Funds in Canada Are Still Terrible ...said, I’m always open to hearing fresh evidence and standing corrected when appropriate. Do you still invest in actively managed mutual funds? Please tell me what I’m missing in my... Benjamin Felix Jul 6, 2018 Advanced Investing
Personal Wealth The Rational Reminder Podcast Episode 18 – A Passion for Ottawa: Running, Luck, and the Ovarian Lottery with Mark Sutcliffe ...on the Ottawa business scene. [0:24:48.5] The long standing association between Mark and PWL. [0:27:06.7] The trend towards index investing in Canada and its growing popularity. [0:29:00.9] Mark’s reflections on... Benjamin Felix Nov 2, 2018 Personal Wealth