DIY Investing

Devilish Details Can Derail Your Small-Cap Stock Funds

Most investors accept that small-cap stocks have outperformed large-cap stocks over the long-term. This “size effect” was the first market anomaly to challenge the single-factor, capital asset pricing model. Unfortunately, as I’ll explain in this post, I’m unaware of any funds currently available to a DIY investor that DO properly apply the small-cap effect.

Behavioural Finance
Minds

The Rational Reminder Podcast Ep. 27 – Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell

In this episode of the Rational Reminder Podcast we welcome Robin Powell. Robin is a journalist and content creator who has dedicated the more recent part of his career to helping spread the word on research backed investing and turning the tide on the history of investment advice.

Personal Wealth
Piggy Bank Savings Hands Dropping Coins

Podcast 21: Larry Swedroe on Investing in Retirement

In my final podcast episode of 2018, I’m joined by Larry Swedroe, who has long been one of my favourite authors on investing and financial planning. Larry and I discuss his latest book, Your Complete Guide to a Successful & Secure Retirement, and we focus on the challenges investors face as they approach the end of their careers.

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?

Featured Contributors

  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Dan Bortolotti

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

    Certified Retirement Transition Coach and happy PWL client
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • PWL Capital

  • Graham Westmacott

    CFA, Portfolio Manager
  • 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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