Checklist for your portfolio

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.

Should retirees be flexible and adjust their spending when market winds blow? We investigate how being flexible impacts total spending in retirement.

This is Episode 10 of The Rational Reminder Podcast, with Cameron Passmore and Benjamin Felix.

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.

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.

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.

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.

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.

This is Episode 9 of The Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and special guest Carson Brown.

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.