Uncategorized A $17 Billion Annual Wealth Transfer ...study. The cost savings from not paying their fees — standing alone — would be considerable. The conclusion Here’s the key finding in this important study: “…most defined contribution plans... Dan Solin May 3, 2017 Uncategorized
Personal Wealth Where There’s a Will … You Could Still Use Some POAs ...stressful already. First, your loved ones won’t have to second-guess what your preferences would have been. It also gives them stronger legal standing to carry out your preferences as specified.... Nancy Graham Aug 16, 2018 Personal Wealth
DIY Investing “Optimal” Asset Location, Applied ...bolt of lightning, or a yet-to-be-fabricated Mr. Fusion charger) In other words, the only thing standing between you and sure-fire asset location is the ability to time travel. Since anything... Justin Bender Aug 8, 2018 DIY Investing
Personal Wealth Canadian Couch Potato – Podcast 16: Common Sense With Ben Carlson ...you with this to ponder: if you developed software that could generate reliable profits in the stock market, would you spend your Saturday afternoons at investment seminars, standing in a... Dan Bortolotti May 5, 2018 Personal Wealth
Advanced Investing Actively Managed Funds in Canada Are Still Terrible ...said, I’m always open to hearing fresh evidence and standing corrected when appropriate. Do you still invest in actively managed mutual funds? Please tell me what I’m missing in my... Benjamin Felix Jul 6, 2018 Advanced Investing
Personal Wealth The Case for Renting a Home – Part 1 ...before costs. When a homeowner is standing back after 38 years and admiring the appreciation in the value of their home, they aren’t usually accounting for the costs incurred along... Benjamin Felix Mar 30, 2018 Personal Wealth
Living in Retirement How Much Does Your Advisor Care About Your Retirement? ...think about retirement risk rather differently than their clients. To understand why this occurs requires a more precise understanding of retirement risk. For many Canadians moving into retirement, the focus... PWL Capital Apr 28, 2016 Living in Retirement