Learn more about the services we provide and our investment philosophy with our free guide.
Introducing a Rent Vs Buy calculator that compares the relative cost of renting and owning. Project the after-tax net worth of a real estate purchase and the after-tax net worth of an equivalent renter’s investment portfolio side-by-side.
What Should We Expect from Expected Returns?
Financial Planning Assumptions (Market Capitalization Weighted Portfolio)
Financial Planning Assumptions (Factor Tilted Portfolio)
What Type of Investor Are You?
How The 2024 Budget Changes Affect Your Stock Options
Choosing Between Passive Mutual Fund Share Classes and ETFs
Mutual Fund Share Classes
The Passive Fund Revolution
Financial Planning Assumptions for Market-Cap Weighted and Factor-Tilted Portfolios (Methodology Guide)
The Passive Vs. Active Fund Monitor (2023)
2023 Economic and Financial Commentary
How diversification allows you to sleep better at night
Learning the lessons of the bond market sell-off
Should you be worried about high inflation?
The Passive Vs. Active Fund Monitor (2022)
New year’s update
2022 Economic and Financial Commentary
Dimensional Equity Funds
Fiduciary Alpha
Canada Sleeps (Part 2)
Canada Sleeps (Part 1)
The Finance Industry: Not So Efficient Markets
Is Canada an Emerging Market?
The Passive Vs. Active Fund Monitor (2021)
Posted vs. Forward-Looking MERs
How PWL Estimates Future Inflation
Spotlight on high-yield bond ETFs
Currency Hedging of S&P500 Funds: A Deeper Dive
ESG Exchange Traded Funds: A few facts to help you navigate them
Is your portfolio sufficiently diversified?
It’s Wrong to Compare ETFs with CDOs
Straight Talk on Passive Investing
In a market decline, keep your eye on the long term
New evidence in favour of total market index funds (not that we needed it!)
Reach the Top
The Passive Vs. Active Fund Monitor (2020)
“Buy the Dip”
Five Factor Investing with ETFs
Expected Investment Returns
The Value Premium: Fact or Fantasy?
Dollar Cost Averaging vs. Lump Sum Investing
The Passive Vs. Active Fund Monitor (Year-end 2019)
Is Factor Investing Active Management in Disguise?
A Guide to Fixed-Income Investing
Optimal Asset Location
The Passive Vs. Active Fund Monitor (Year-end 2018)
Factor Investing with ETFs
Great Expectations – How to estimate future stock and bond returns when creating a financial plan (2019)
Housing: The Best Investment in History (On Paper)
The Passive vs. Active Fund Monitor (Year-end 2017)
The Passive vs. Active Fund Monitor (2017)
Passive versus Active Report (2016)
Are Bond ETFs Dangerous?
Value Proposition Twelve Value-Added Services Performed by Investment Advisors
A Rebalancing Act – Estimating the Value Added through Portfolio Rebalancing
Δ
