Starting Out
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5 Ways to Pay for Post-Secondary Education

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
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Asset Allocation in Plain English

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.

Advanced Investing
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Fundamental Indexing

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.

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  • Anthony Layton

    MBA, CIM, CEO, Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, Associate Portfolio Manager
  • Susan Daley

    CFA, CFP, Associate Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Forsyth

    Emeritus Professor
  • Raymond Kerzérho

    CFA, Director of Research
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Dan Bortolotti

    CFP, CIM, Associate Portfolio Manager
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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