Using asset allocation ETFs for your RESP
One-fund ETF portfolios can be ideal for education savings [MoneySense]
Ready to Join the PWL Capital Toronto Team?
Are you a follower of this blog with experience in the financial services industry? Have you ever considered working alongside our team at PWL Capital Toronto? We're looking for a new Portfolio Manage [...]
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 s [...]
You don’t need an optimal portfolio, you just need an excellent one
All-in-one ETF portfolios make investing easier and cheaper than ever [Globe & Mail]
Using GICs in a fixed income portfolio
GICs get little respect, but these humble investments can play a useful role in a balanced portfolio [MoneySense]
A New Rebalancing Spreadsheet for ETFs
It’s easy enough to build an index fund portfolio with your desired mix of stocks and bonds. But as any experienced investor knows, your asset allocation changes over time as markets move in different [...]
Investing tips for dual citizens of Canada and the U.S.
If you're a U.S. citizen in Canada, the IRS is watching you [MoneySense]
Couch Potato Portfolio Returns for 2018
No one can say they weren't expecting it. After a long and giddy bull market that began in 2009, we finally experienced a calendar year when even balanced portfolios delivered negative returns—somethi [...]
Beyond One-Stop ETF Shopping
The new asset allocation ETFs launched by Vanguard and iShares in 2018 have made it easier than ever for investors to build a low-cost balanced portfolio. If you want a globally diversified mix of 80% [...]
iShares Launches All-in-One ETF Portfolios
Back in February, writing about the newly launched Vanguard’s asset allocation ETFs, I asked why it had taken so long for someone to create an ETF version of the traditional balanced index mutual fund [...]