Starting Out
Young Men Board Presenting Stats Graph

What’s a Normal Stock Return?

Here’s are two trick questions: Are you normal? Am I normal? Common sense tells us it’s impossible to answer either without also asking: Compared to what? For example, check out this image of the Passmore & Felix team on our newly updated website.

Market Research
Blowing Bubbles Street Performance vitaliy paykov on unsplash

Do ETFs Cause Market Bubbles?

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
Solar Panel Solar Farm by zbynek burival on unsplash

How rigorous is ESG research?

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
Fall Season Autumn Leaves Falling Sunset by bronwyn on unsplash

Tony’s Take: The worst of times, the best of times

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.

Featured Contributors

  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Forsyth

    Emeritus Professor
  • Benjamin Felix

    MBA, CFA, CFP, Associate Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Anthony Layton

    MBA, CIM, CEO, Portfolio Manager
  • Susan Daley

    CFA, CFP, Associate Portfolio Manager
  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Dan Bortolotti

    CFP, CIM, Associate Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Graham Westmacott

    CFA, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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