Nancy Graham

CPA, CA, CFP®, CIM, TEP, Portfolio Manager

Building on her passion to help people gain financial control of their lives, Nancy joined PWL Capital’s Ottawa office in 2000. She became a Portfolio Manager in 2006. Since ‘analysis’ alone didn’t always answer client’s questions, she launched the “No Dumb Questions” video series in 2016.
Building on her passion to help people gain financial control of their lives, Nancy joined PWL Capital’s Ottawa office in 2000. She became a Portfolio Manager in 2006. Since ‘analysis’ alone didn’t always answer client’s questions, she launched the “No Dumb Questions” video series in 2016.
Personal Wealth

You, Your Retirement, and Your Best Friend

Is your financial advisor also your college buddy, relative, or similar close connection? My next two posts are for you – although you may not love what I have to say.
In past posts like this one, my PWL colleagues and I have talked about advisors who come to the table with conflicts of interest that can taint their advice.

Personal Wealth

How Much Are Your Investments Really Costing You … Directly?

Whether you’re buying groceries, hiring a plumber or investing your money in the stock market, it’s only natural that you want to know what you’re paying for, and whether you’re getting your money’s worth out of it.
Unfortunately, unlike the sticker price in store, it’s not always easy to examine all the costs involved in investing, especially if you want to compare one all-in strategy to another.

Personal Wealth

Putting the Stock Market to Work for You

To stay one step ahead of inflation, just as you put in a day’s work to earn a decent living, you also must put some of your savings to work by investing in the stock market. That said, when you “employ” your money in this manner, you want your investments to work smarter, not harder than they need to.

Personal Wealth

What’s the Scoop on Bond Values?

Next, I want to take a closer look at bond values, and how the risks inherent to investing in bonds can affect those values. Specifically, let’s consider this frequently asked question: “If bonds are supposed to be so ‘safe,’ why do my bonds or bond funds sometimes decline in value?”

Personal Wealth

What’s the Scoop on Bonds?

Stocks and bonds. You don’t have to be an investor for long before somebody suggests that you should have some of both. Bonds are supposed to be your financial safety net, while stocks are where you hope to earn your higher-flying returns … or so you’ve heard.