Starting Out Peter Guay What is Socially Responsible Investing? PWL Capital 2018-09-21T10:08:01 September 21, 2018 Socially Responsible Investing (SRI) has gained attention thanks, in part, to the bad behavior of several multinational companies and the desire for investors to align their portfolios with their personal values.
Living in Retirement PWL Capital Graham Westmacott Demand Less, Get More 2018-09-20T16:19:16 September 20, 2018 Should retirees be flexible and adjust their spending when market winds blow? We investigate how being flexible impacts total spending in retirement.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Episode 10 – Keep the deferred sales charge, more for us 2018-09-20T15:00:00 September 20, 2018 This is Episode 10 of The Rational Reminder Podcast, with Cameron Passmore and Benjamin Felix.
Market Research PWL Capital Benjamin Felix Keep the deferred sales charge, more for us 2018-09-20T14:00:42 September 20, 2018 Since well before my time in the financial services industry PWL Capital has been one of the strongest advocates for improving the experience of Canadian investors. Not only has the firm been an advocate, we have been leading by example.
Starting Out PWL Capital Susan Daley 5 Ways to Pay for Post-Secondary Education 2018-09-19T09:59:22 September 19, 2018 If you’re looking to fund your own or your child’s education but haven’t regularly saved for several years towards those expenses, there are a number of options for paying for expensive tuition, housing and textbook costs. In today’s post, I’ll outline the 5 ways you can pay for education costs or put away short-term savings for it.
Advanced Investing PWL Capital Benjamin Felix Ignoring factor diversification is an oversight 2018-09-18T09:42:09 September 18, 2018 I think that the term “factor investing” has been diluted by the onslaught of new, poor quality, factor-based products in the investment product market place.
Personal Wealth PWL Capital Benjamin Felix The 4% Rule for Retirement: The Trick Is in the Timing 2018-09-14T10:52:54 September 14, 2018 What is the 4% rule? In what ways can it be useful to your retirement planning, and what are its potential flaws? All good questions for today’s Common Sense Investing video.
Advanced Investing PWL Capital Nancy Graham Asset Allocation in Plain English 2018-09-13T10:23:15 September 13, 2018 Have you ever noticed? What’s clear to an “insider” isn’t always so obvious to everyone else. Doctors, lawyers, engineers … investment advisors. I’m afraid we’ve all been guilty of tossing around too many technical terms without defining them first.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 9 – Dimensional’s Big Flaw 2018-09-11T10:00:41 September 11, 2018 This is Episode 9 of The Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and special guest Carson Brown.
Behavioural Finance PWL Capital Peter Guay Why You’re Not A Rational Investor 2018-09-11T10:00:04 September 11, 2018 Many of the reflexes that we innately have were very helpful when we were faced with predators in the stone age like saber-toothed tigers. But it turns out that evolution hasn’t prepared us well for facing the market economy.
Advanced Investing PWL Capital Benjamin Felix Fundamental Indexing 2018-09-10T10:00:40 September 10, 2018 Rob Arnott, the founder of Research Affiliates, was on the Masters in Business podcast a while back. He said something that, to me, was fascinating. He criticized Dimensional Fund Advisors for starting with market cap weights to build their products.
