Advanced Investing

Understanding Swap-Based ETFs

This much we know: The more taxes you pay, the less money you keep. As opposed to trying to forecast future market trends – typically an exercise in futility – there are many perfectly sensible strategies aimed at minimizing the taxes due on your investments. Investing in swap-based ETFs is one such strategy that may merit your consideration … as well as your comprehension of the caveats involved.

Advanced Investing
Math Formula Calculation Matrix Blur

Calculating and Understanding your Portfolio Returns

Evaluating investment performance is not as easy as observing your rate of return. A rate of return is only as meaningful as the methodology used to find it, and the benchmark that it is being compared to. The most common rate of return calculation methodologies are money-weighted rate of return, time-weighed rate of return, and Modified Dietz which is sort of like a hybrid of the two.

Personal Wealth
Man Kneeling In front Grave Holding Flowers

Term vs. Permanent Life Insurance

Term, Permanent, Whole Life, Universal Life, Participating, Variable, Joint. There are so many variations of life insurance that it can become extremely confusing, very quickly. To keep things simple, there are essentially two types of insurance: term insurance and permanent insurance.

Market Research
Neurons Brain Cells

Podcast 22: How Smart Is Your Beta?

In episode 22 of the podcast, I revisit smart beta, one of the most significant trends in the ETF marketplace. To help explain what smart beta is, and the challenges faced by investors who use these strategies, I interviewed John West of Research Affiliates, a California-based firm that was one of the pioneers of smart beta ETFs.

Living in Retirement
Senior Friends Having Fun Games Terrace

5 Ways to Promote Brain Health in Retirement

“There is no fountain of youth, but there is a fountain of health” states Dr.Carol Ward, geriatric psychiatrist for Interior Health, BC. That Fountain of Health™ is a national initiative “to promote brain health and resilience” particularly for adults in their Next3rd. The science has revealed 5 ways we can protect and improve our cognitive function.

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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