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Research Department

Irrational Exuberance

Robert J. Shiller

In a highly engaging book, professor Robert Shiller (Yale University) uses his knowledge of psychology and financial history to make a case that the price of stocks can at times be…irrational. Beyond the central concept of the book of irrationality, this reading is filled in insight about how stocks are priced and how being influenced by media news and following investment fashion can lose money. The bottom line: invest at reasonable prices and ignore the news!

Les risques de la couverture de change

Sophie Stival

La couverture du risque de change est un défi semé de pièges et d’embûches. Cet article en propose un bref survol.

The Four Pillars of Investing

William J. Bernstein, 2002

This classic book explains in a simple and engaging way the essential concepts to succeed with your portfolio.  William Bernstein, a neurologist turned investment expert, explains that success rests on the knowledge of four pillars: the theory, history, psychology and business of investing. An unlikely hero in the world of finance, Bernstein has spoken in various high level conferences and has published numerous articles, notably in the prestigious Financial Analysts Journal.

Construire un portefeuille de FNB

Christine Deslandes

Il peut sembler simple de construire un portefeuille de fonds négociés en bourse. Mais qu’en est-il vraiment? Cet article propose, notamment, que la taille du portefeuille, la stratégie de placement et la recherche d’une diversification optimale devraient entrer en ligne de compte afin de procéder à une sélection parmi les centaines de FNB disponibles sur le marché.

Adopter les FNB progressivement ou d’un coup?

Christine Deslandes

Lorsqu’on adopte les fonds négociés en bourse, faut-il liquider ses placements et racheter des FNB tout à fois ou est-il préférable de procéder à une migration graduelle? Cet article discute des facteurs qui entrent en considération dans cette décision.

The 7 Most Important Equations for Your Retirement

Moshe A. Milevsky, 2012

The Fascinating People and Ideas Behind Planning Your Retirement Income

ETF All-Stars

Dan Bortolotti

A Spreadsheet to Manage Multiple Accounts

Dan Bortolotti

The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.

Carl Richards, 2012

The Little Book of Safe Money

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Under the Hood: iShares S&P/TSX Completion (XMD)

Dan Bortolotti

Renovate your portfolio

Dan Bortolotti

Are you a Stock or Bond?

Moshe A. Milevsky, 2008

Create Your Own Pension Plan for a Secure Financial Future

Your Money & Your Brain

Jason Zweig, 2007

How The New Science Of Neuroeconomics Can Help Make You Rich

A New Service for Do-It-Yourself Investors

Dan Bortolotti

Foreign Withholding Tax  Explained

Dan Bortolotti

The Little Book of Common Sense Investing

John C. Bogle, 2007

The Only Way to Guarantee Your Fair Share of Stock Market Returns

Winning the Loser's Game

Charles D. Ellis, 2002

Foreign Withholding Tax : Which Fund Goes Where?

Dan Bortolotti

Luck trumps expertise in markets, author believes

Mark Sutcliffe, Ottawa Citizen

Ottawa Citizen, Luck more than skill rules market success

Jonathan Chevreau, Ottawa Citizen - Financial Post

Montreal Gazette, "Don't let past performance fool you, expert says"

Peter Hadekel, The Gazette

A WealthyBoomer.ca, Financial Post review of book by PWL Capital’s guest speaker, Leonard Mlodinow

Jonathan Chevreau, Wealthyboomer.ca, Financial Post

Tony Layton quoted in the Globe and Mail

Rob Carrick, The Globe & Mail

Advisor's Edge Report features Anthony Layton in the 'Advisor Q&A' section

Scot Blythe, Advisor’s Edge Report

Can’t Beat ‘em?

Anthony S. Layton, Advisors Edge

Tony Layton is quoted in the Montreal Gazette - Expert Opinion: Bullish or SAD

The Montreal Gazette

The Recent Market Volatility - Our Thoughts

PWL Capital Research Group