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.
Starting Out

What’s the Verdict: ETF or Mutual Fund?

When I get questions about ETFs (which I often do these days), I find there’s often a “question behind the question.” What people are often really asking is whether ETFs – a fast-growing and increasingly popular choice – are an inherently better choice than those “old-fashioned” mutual funds.

Personal Wealth

Some Ins and Outs on ETFs

Exchange Traded Funds, or ETFs, are relatively new stars in the investment universe, having been launched in 1993. Despite their novelty – or maybe in part because of it – they are shining brightly at the moment, with new and allegedly improved ETF products launched almost daily (with splashy press releases to go with).

Living in Retirement

Hope You Live To Be 100 … But Can You Afford It?

In my last post, we started talking about a financial planning subject that’s on almost every grown-up’s mind: “Nancy, how much do I need to retire?”
Given the significance of the subject, I have dedicated a couple of videos to this decidedly “No Dumb Question.” In the first installment, I covered some of the big-picture considerations, like setting your retirement goals and coming up with a rough idea of how you’re doing so far.

Uncategorized

Why Invest in Stocks to Begin With?

Whether it’s about piling into the next big win or fleeing a trend turned sour, hot stock tips seem to never end. It’s no wonder that one of the “No Dumb Questions” I often hear goes something like this:
“Nancy, why should I buy stocks to begin with? Aren’t they too risky for me?”

Starting Out

Is a “Basic” Index Fund Too Basic for You?

Today, let’s tackle another question I often hear: “Nancy, why would I buy an index fund?” I hear this question from successful professionals who have had to work hard for their wealth. I hear it from affluent families who worry they should be doing something more elaborate with their portfolio.

Personal Wealth

Nancy’s Eye-Witness Overview of the Pre-Budget Lock-Up: Actions and Inactions

I had the privilege of spending Tuesday afternoon in the pre-budget lock-up for the 2016 Federal Budget. By now you know that the budget was marked by significant spending initiatives – and a deficit projected to be about $30 billion. It also represented a drive by the current administration to help the middle- and low-income earners in our country.