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The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
The authors address flaws in the traditional application of Modern Portfolio Theory related to Strategic Asset Allocation (SAA). Estimates of parameters for portfolio optimization based on long-term ...
Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance.
Course summary: Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain ACB reporting for ETFs.
Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must ...
Justin Bender and Dan Bortolotti of PWL Capital explain the ins and outs of foreign withholding tax on U.S. and international equity index funds and ETFs. ...
The authors use the Shiller CAPE global equity index rotation model proposed by Mebane Faber as a template for exploring a variety of portfolio optimization methods. ...
The authors describe a methodology to calculate the expected returns and risk level of stocks and bonds, and how it can be used in clients' financial plans. ...
Slide deck and audio podcast (plus exam) on personal tax issues with a view to financial advisor planning opportunities.
Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for Canadian portfolios. In this course, he shows market history is not the only variable ...
The author shows how to measure the impact of portfolio rebalancing on return and risk.
The authors identify red flags investors should watch for when assessing company stocks.
Financial planner and market theoretician Jim Otar debunks common misperceptions concerning distribution portfolios.
No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain.
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