Business Wealth
Calendar Dates Papers Days Everywhere

Tony’s Take – Counting our blessings

It’s hard not to feel a little depressed when you pick up the newspaper or switch on the TV news these days. There seems to no end to the trouble in the world. From the latest antics in Washington to tensions with China to the Brexit mess to riots in France to the lack of progress on climate change, the problems just seem to keep piling up.

DIY Investing
Man Holding Performance Review Graphs Number On Tablet

Breaking News, Familiar Ground: iShares Asset Allocation ETFs

If there’s an overnight success story to be savored from 2018, it would be Vanguard’s Asset Allocation ETFs. Since their launch earlier this year, their combined assets under management have already exceeded $800 million. What’s not to like about gaining access to a low-cost, self-rebalancing globally diversified portfolio with the click of a mouse?

Personal Wealth
Calendar December 31 Date On Top Desk Next To Glasses

Year End Financial Tips

Another year is essentially over, but there is still time to get a couple financial items off your to do list before the year end. While there are lots of things to do when it comes to personal finance, there are a few that are time sensitive and have annual deadlines. Here are some items you’ll want to check off your list before December 31st.

Featured Contributors

  • Benjamin Felix

    MBA, CFA, CFP, Associate Portfolio Manager
  • PWL Capital

  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Anthony Layton

    MBA, CIM®, CEO, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Dan Solin

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