The Rational Reminder Podcast Ep. 29 – Clearing Up the Holiday Back-Up: Podcast Housekeeping and Round Up

The current trend in the world of investment funds is “smart beta.” The approach meets investors’ growing demand for funds that generate returns above the benchmark indices, without the exorbitant fees generally associated with traditional management involving the analysis of individual securities. In short, smart beta suggests that it can add value even after deduction of costs.

Are you so wealthy that you could quit your job today and live large for as long as you please? Maybe you’re one of those big lottery winners who is still only working because it’s so darn fun.

The Myth: Everyone is piling into ETFs, and that makes stock markets less efficient. The argument: The more people invest through indexes and ETFs, the fewer people there are scrutinizing the fundamentals of stock prices to figure out if individual stocks are cheap or expensive. That must make it easier to pick stocks, right?

PWL Wealth Management Inc. Board of Directors is delighted to announce the appointment of Brenda Bartlett as the new CEO of PWL, effective on October 16, 2018.

It’s been a bumpy year in the markets, and that makes it a good time to talk about the importance of sitting down for an annual review with your advisor.

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.

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.

This is episode 16 of the Rational Reminder podcast, with Cameron Passmore and Benjamin Felix.

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?

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.