Advanced Investing Benjamin Felix Can You Beat Warren Buffett? (Better Question: Why Try?) PWL Capital 2019-04-13T09:00:03 April 13, 2019 Buffett is a wealth of wisdom, knowledge, and experience. He has truly been one of the greatest investors in modern history. These are facts that cannot be disputed. However, for me, even his clearly stellar track record doesn’t justify trying to pick stocks over the long run.
Business Wealth PWL Capital The Future of Canadian Fintech: Leading the Charge with Robo-Advisors 2019-04-11T11:41:12 April 11, 2019 On the show today we welcome Randy Cass, owner and founder of Nest Wealth, who were the first financial firm to employ the use of robo-advisors in Canada.
Business Wealth PWL Capital Benjamin Felix No More Excuses for Mutual Fund Advisors 2019-04-11T09:30:36 April 11, 2019 With the increased popularity of ETFs and index funds, traditional commission-based mutual fund advisors must be feeling the pressure. The problem for many of them is that they do not have the infrastructure to buy ETFs for their clients.
Advanced Investing PWL Capital The Rational Reminder Podcast Episode 40: Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making 2019-04-4T14:54:36 April 4, 2019 This is Episode 40 of the Rational Reminder podcast, with Cameron Passmore and Benjamin Felix.
Advanced Investing PWL Capital Benjamin Felix A Common Sense Confession: I’ve Been Unfaithful to Market-Cap Weighting 2019-04-1T11:00:20 April 1, 2019 Remember all those times I’ve said something like, “You’re probably better off in low-cost, market-cap weighted index funds”? Truly, it’s a statement I believe. What I have not told you, is that I do not invest my own money in market-cap weighted index funds.
Personal Wealth PWL Capital The Rational Reminder Podcast Episode 39: Steering Away from the Financial Extremes with Rob Carrick 2019-03-28T11:24:34 March 28, 2019 This is episode 39 of the Rational Reminder podcast with Benjamin Felix and Cameron Passmore with very special guest Rob Carrick.
Behavioural Finance PWL Capital The Rational Reminder Podcast Episode 38: Feelings in the Decision Making Process: A Reminder About Rationality 2019-03-25T11:23:11 March 25, 2019 This is episode 38 of the Rational Reminder Podcast with Ben Felix and Cameron Passmore.
Advanced Investing PWL Capital Benjamin Felix Understanding Swap-Based ETFs 2019-03-16T10:00:00 March 16, 2019 This much we know: The more taxes you pay, the less money you keep. As opposed to trying to forecast future market trends – typically an exercise in futility – there are many perfectly sensible strategies aimed at minimizing the taxes due on your investments. Investing in swap-based ETFs is one such strategy that may merit your consideration … as well as your comprehension of the caveats involved.
Personal Wealth PWL Capital The Rational Reminder Episode 37: Spending and Budgeting: Aligning Your Values and Goals To Your Finances 2019-03-15T12:01:09 March 15, 2019 This is episode 37 of the Rational Reminder podcast with Benjamin Felix and Cameron Passmore.
Advanced Investing PWL Capital Benjamin Felix Calculating and Understanding your Portfolio Returns 2019-03-13T10:11:30 March 13, 2019 Evaluating investment performance is not as easy as observing your rate of return. A rate of return is only as meaningful as the methodology used to find it, and the benchmark that it is being compared to. The most common rate of return calculation methodologies are money-weighted rate of return, time-weighed rate of return, and Modified Dietz which is sort of like a hybrid of the two.
Personal Wealth PWL Capital The Rational Reminder Ep. 36 – ETF Model Portfolios: For Performance and Comparison Purposes 2019-03-7T09:58:02 March 7, 2019 This is episode 36 of the Rational Reminder podcast with Benjamin Felix and Cameron Passmore.
