By: Nancy Graham
Recently I was asked to respond to a question that a reader posed to the Financial Post Magazine. In the last year over a billion dollars of new preferred shares have been issued by large Canadian corporations and banks. They were issued in response to the credit crisis and the need for the banks to shore up their capital balances. The question is: are they a good investment? Click on the title to find out more.
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The magazine Le Bel Âge interviews Hélène Gagné. Read the artcle (In French only)
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By: Hélène Gagné
This article written Hélène Gagné is featured in the French magazine 'La Revue'. Read the full article...
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Raymond Kerzérho, Director of Research at PWL Capital is quoted in the French paper La Presse. Article by Stéphanie Grammond. Read the full article (In French only)
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'Facelift' asked Caroline Nalbantoglu, a registered financial planner with PWL Advisor Inc. in Montreal, to provide advice about maintaining current lifestyle during retirement. 'Me and My Money' profiles Nancy Graham, an Investement Advisor with PWL Capital Inc. in Ottawa. Read the articles
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By: Hélène Gagné
This article written Hélène Gagné is featured in the French magazine 'La Revue'. Read the full article...
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A retirement to be re-examined, according to Hélène Gagné. Read the artcile in PDF Format (French only)
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The traditional retirement is no longer. Read the article (French only)
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By: Hélène Gagné
Generations X and Y must forget about retiring at 55 years old, by Hélène Gagné, Journal Métro (February 25, 2009). Read the article (French only)...
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By: Hélène Gagné
This article by Hélène Gagné is featured in the French magazine 'La Revue'.
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By: Kathleen Clough
Kathleen Clough has written an article about what to do when you lose your job. One of your first concerns is, naturally,your financial health. Deal with this concern right away, so you can go on to conduct a successful work search.
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By: Marc Stern
Everyone seems to be hoping for or praying for a Bear Market rally, however, be careful of what you wish for.
The Bear Market Rally...
A time to get in the market or a time to exit the market—only time will tell for sure.
Source: PWL Capital
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By: Marc Stern
Will the inevitable move from a society of consumption without production to one of a society of savings prolong the economic crises or lead to renewed economic prosperity?
Source: PWL Capital
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By: Andrew Baechler
Why you need to stop and consider long-term market trends before panicking.
There are many lessons that investors can takeaway from the current financial and market crisis. In his latest article, Andrew covers the need to always understand the various risks that are present in our portfolios. This is something that American International Group (AIG) neglected to do on their own balance sheet, and this oversight led the company to the brink of bankruptcy. The article and appeared in Ontario Dentist magazine.
Source: PWL Capital
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By: Marc Stern
It is my fervent belief and hope that the US economy will, over time, rebound from its moribund state as will the major stock indices. The question that begs to be asked is when?
Source: PWL Capital
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By: Marc Stern
By now the much heralded demises of Fannie Mae, Freddie Mac, Lehman Bros, Bear Stearns, along with the multi-billion dollar bailout of AIG, together with the shotgun marriages of Merrill Lynch and Wachovia Bank are familiar to all investors, North American and worldwide.
Source: PWL Capital
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By: Anthony S. Layton
Passive investing is good for both clients and advisors.
Beating the stock market is a challenge that motivates many investors and their advisors to follow an aggressive active-management strategy. But as historical performance statistics have forever demonstrated, few active money managers are actually able to outperform the market.
Indeed, fewer than 9% of actively managed Canadian equity mutual funds outpaced the S&P/
TSX Composite Index during the five years ended 2007 on a compound annual return.
Source: Advisor Edge, July 2008
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By: Andrew Baechler
We’re all familiar with the saying: hindsight is 20/20. Nowhere is this more applicable than after you’ve lost money.
Recently many investment portfolios have probably been harmed by the bursting of the U.S. housing bubble. With the benefit of hindsight, we realise it should have been obvious that U.S. housing prices had reached ridiculous levels. It is clear that it wasn’t a boom — but a bubble.
Source: Ontario Dentist
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By: Andrew Baechler
An interesting and increasingly popular area of investment research is the subject of neuroeconomics, which combines the study of economics, neuroscience and psychology to better understand how we evaluate choices, categorize risks vs. rewards, and calculate probabilities. Most economic theories and models assume investors are rational decision makers who act in their own best interests. But, in reality, our investment brain often drives us to do things that are quite illogical, but make perfect emotional sense.
Source: PWL Capital
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By: Andrew Baechler
What are the different types of fees associated with bonds and mutual funds? It is definitely a case of “buyer beware”, as financial expert Andrew Baechler explains.
Source: Ontario Dentist
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By: PWL Capital Research Group
The ongoing US mortgage crisis has developed into a banking crisis, which has, in turn, led to the stock market decline we have experienced in the last few weeks. Several analysts and commentators think we’re heading into a recession and an equity bear market. Regarding the recession, they may have it right.
Source: PWL Capital
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By: Nancy Graham, CA, CFP, TEP
There are many facets to a power of attorney. This paper deals exclusively with risk management where investment capital is involved. The premise is a situation where the individual, appointed through a power of attorney document, has been given full authority to manage the property of an incapacitated beneficiary.