Personal Wealth Peter Guay How ESG Investing Affects Your Investment Performance PWL Capital 2018-10-18T11:23:27 October 18, 2018 I’ve talked about what Environmental, Social and Governance (ESG) investing is, how to build portfolios with ESG factors, and how companies are rated. Now let’s talk about how ESG investing affects investment performance.
Personal Wealth PWL Capital Susan Daley Everything You Need to Know About RESPs 2018-10-17T12:44:51 October 17, 2018 Your child’s post-secondary education might be decades away, but planning ahead can make that expensive time in your lives much less stressful. One of the major ways to do that is through the Registered Education Savings Plan (RESP), which offers up to $7,200 in incentives for you to save for your child’s education over the long term.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 16 – Market Volatility 2018-10-17T09:30:43 October 17, 2018 This is episode 16 of the Rational Reminder podcast, with Cameron Passmore and Benjamin Felix.
Living in Retirement PWL Capital Kristine van der Pas-Norenius Retirement: This One Thing Will Make It Truly Fulfilling 2018-10-16T17:10:01 October 16, 2018 How do you manage the change from the fast-paced, highly scheduled, and task-oriented work life to what could be the opposite in retirement? What can you do to live a rewarding retirement life without the structure that guided your work life?
Advanced Investing PWL Capital Peter Forsyth Bonds in a Balanced Portfolio: Long Term or Short Term? 2018-10-16T11:05:18 October 16, 2018 I think we all know that its a good idea to have a mix of bonds and stocks in an investment portfolio. The bonds dampen down the portfolio volatility, and act as a hedge when equities tank.
Market Research PWL Capital Benjamin Felix The business difference between product and advice 2018-10-15T12:00:08 October 15, 2018 Fees are important to investors. In most cases, lower fees increase the likelihood of a positive long-term investment outcome. Index funds globally have seen enormous growth in the past decade. That growth (and the competition to capture it) have resulted in fees literally going to zero on some index funds.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 15 – Dimensional Advanced Conference 2018 2018-10-15T11:04:48 October 15, 2018 This is episode 15 of the Rational Reminder podcast, with Cameron Passmore, Benjamin Felix and special guest PWL President, Brenda Bartlett.
Starting Out PWL Capital Benjamin Felix What’s a Normal Stock Return? 2018-10-12T15:17:12 October 12, 2018 Here’s are two trick questions: Are you normal? Am I normal? Common sense tells us it’s impossible to answer either without also asking: Compared to what? For example, check out this image of the Passmore & Felix team on our newly updated website.
Personal Wealth PWL Capital Nancy Graham Managing Your Marital Money: Five Steps to Mutual Financial Independence 2018-10-11T09:55:10 October 11, 2018 As I covered in my last “No Dumb Question,” many couples find they can operate most efficiently when one serves as the family’s go-to, “Chief Financial Officer.” This can make sense in a busy household … to a point. But neither of you wants to be blindsided if you end up having to go it alone for a while.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 14 – An inside look at Canadian consumer debt 2018-10-11T09:53:38 October 11, 2018 This is Episode 14 of the Rational Reminder Podcast, with special guest Martin Parizeau.
Market Research PWL Capital Peter Guay Do ETFs Cause Market Bubbles? 2018-10-9T10:10:11 October 9, 2018 One of the biggest myths about passive investing is that ETFs and indexing will cause stock market bubbles. The thinking is simplistic: since index funds have to buy all companies in the stock market, they have to blindly buy stocks whose prices have gone up, right? This makes stock market bubbles worse, right?
