There are biases and bad habits we all suffer from that can trick you into acting on impulse against your own best financial interests. Controlling this behaviour, and maintaining a disciplined investing strategy, is the subject of a wealth of academic articles categorized as “behavioural finance.”

A strong financial plan and balanced portfolio will only take you so far. We will guide you and help you make the right decisions when it comes to your finances.

With this perspective, you’ll ignore the financial media and those who make financial predictions. You’ll understand why following your plan trumps reacting to the news du jour.

Smart Investing

We always say that past performance is not indicative of future results. We mean it. Some experts have compared this reliance on recent returns to “driving while looking only in the rear-view mirror.”

By having a PWL advisor in your camp, you have the support you need to stay the course to meet or exceed your targets.

We all need support to ride out periods of uncertainty. Our advisors are there to coach you and help you stay on track to achieve results.