Market Research Benjamin Felix The business difference between product and advice PWL Capital 2018-10-15T12:00:08 October 15, 2018 Fees are important to investors. In most cases, lower fees increase the likelihood of a positive long-term investment outcome. Index funds globally have seen enormous growth in the past decade. That growth (and the competition to capture it) have resulted in fees literally going to zero on some index funds.
Market Research PWL Capital Peter Guay Do ETFs Cause Market Bubbles? 2018-10-9T10:10:11 October 9, 2018 One of the biggest myths about passive investing is that ETFs and indexing will cause stock market bubbles. The thinking is simplistic: since index funds have to buy all companies in the stock market, they have to blindly buy stocks whose prices have gone up, right? This makes stock market bubbles worse, right?
Market Research PWL Capital Peter Guay How rigorous is ESG research? 2018-10-5T11:00:45 October 5, 2018 In my previous blog post, I talked about Environmental, Social and Governance (ESG) investing, why investors are interested and the different ways to implement it in your portfolio. This naturally raises the next question: how rigorous is the ESG research and does it actually differentiate and reward good from bad behavior?
Market Research PWL Capital Anthony Layton Tony’s Take: The worst of times, the best of times 2018-10-5T10:00:17 October 5, 2018 What’s the worst month for stock market returns? If you said October, you would be wrong, but no one would blame you. Many people associate October with stock market misery because of three infamous crashes that occurred during the month—the Great Crash of 1929, the Black Monday crash of 1987 and the financial crisis crash of 2008.
Market Research PWL Capital Raymond Kerzérho Checklist for your portfolio 2018-09-24T09:57:27 September 24, 2018 I’m sometimes asked for my opinion about the portfolio of an investor who calls on the services of my employer, PWL Capital. Today’s blog post covers some of the most common flaws of the portfolios I’ve analyzed over the past few months. Do you recognize certain features of your own portfolio?
Market Research PWL Capital Anthony Layton Tony’s Take: Dark days for investor protection 2018-09-21T10:39:34 September 21, 2018 It’s been a grim few months for the cause of investor protection in Canada. The latest blow came from the Ontario government’s shameful decision to oppose a ban on deferred sales charges (DSC) on mutual funds.
Starting Out PWL Capital Peter Guay What is Socially Responsible Investing? 2018-09-21T10:08:01 September 21, 2018 Socially Responsible Investing (SRI) has gained attention thanks, in part, to the bad behavior of several multinational companies and the desire for investors to align their portfolios with their personal values.
Market Research PWL Capital Benjamin Felix Keep the deferred sales charge, more for us 2018-09-20T14:00:42 September 20, 2018 Since well before my time in the financial services industry PWL Capital has been one of the strongest advocates for improving the experience of Canadian investors. Not only has the firm been an advocate, we have been leading by example.
Market Research PWL Capital Benjamin Felix When GICs beat bonds 2018-08-29T10:00:16 August 29, 2018 The fixed income component of the Dimensional Fund Advisors global portfolios has been low to-date in 2018, and also for the past 12 months. It is down 0.51% year-to-date at July 2018, and down 0.27% for the 12 months ending July 2018.
Market Research PWL Capital Benjamin Felix All time highs are normal 2018-08-24T11:00:04 August 24, 2018 We may have just witnessed the longest bull market in US market history. There is some disagreement on the definition of a bull market, but no matter how it is defined it is clear that the S&P 500 has been rising without too much interruption for a long time.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Episode 5 – Rethinking Mortgage Debt 2018-08-14T10:00:30 August 14, 2018 Episode 5 of the Rational Reminder podcast.
