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... PWL Capital 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
Starting Out The Rational Reminder Podcast Episode 147: Paul Merriman: We’re Talking Millions ...were preaching a different story and advocating a different combination of asset classes. I had a hard time understanding what part of the academic research did John Bogle not understand?... Cameron Passmore Apr 29, 2021 Starting Out
Personal Wealth Rational Reminder Podcast ep.172: Is the debate over renting vs. buying a home really over? Featuring Rob Carrick ...the banking and investment space. Rob has such a balanced and measured approach, qualities that are visible in his long-standing work at The Globe and Mail. We start today’s episode... Cameron Passmore Oct 27, 2021 Personal Wealth
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 Rational Reminder EP 208: Rebecca Walker: Talking Money ...latest collection, Women Talk Money. No matter your gender, race, or financial standing, this episode will provide you with a new perspective on how to approach money. Rebecca is a... Cameron Passmore Jul 7, 2022 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
DIY Investing Under the Hood: Global Equity ETFs, Part II – ACWI and XAW ...and the MSCI USA IMI Index. (Trivia: “Aladdin” also is an acronym, standing for “Asset, Liability, Debt and Derivative Investment Network.” Don’t worry; this won’t be on the test.) The... Justin Bender May 21, 2019 DIY 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... Cameron Passmore Nov 2, 2018 Personal Wealth
Uncategorized A $17 Billion Annual Wealth Transfer ...study. The cost savings from not paying their fees — standing alone — would be considerable. The conclusion Here’s the key finding in this important study: “…most defined contribution plans... Dan Solin May 3, 2017 Uncategorized