Market Research Benjamin Felix Mortgage debt and asset allocation PWL Capital 2018-08-13T11:09:46 August 13, 2018 Mortgage debt is a normal thing to have in Canada. Based on 2016 census data, 61.7% of Canadian families own a principal residence, and 57.3% of those families had a mortgage.
Market Research PWL Capital Benjamin Felix Then, and now 2018-08-13T09:38:06 August 13, 2018 Charley Ellis was on the Capital Allocators podcast with Ted Seides last week. Charley has been in the investment management business since the early 1960s. Today he is one of the most vocal proponents of index funds as the most sensible investment for most people. I write often about why index investing makes sense.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Episode 4 – The Race to 0% 2018-08-8T14:46:55 August 8, 2018 In Episode 4 of the Rational Reminder podcast we discussed the following. After a successful launch, the podcast will live on! Thanks for the support and feedback.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 3 – Amazon Eating the Stock Market 2018-08-4T10:00:10 August 4, 2018 Episode 3 of the Rational Reminder Podcast
Market Research PWL Capital Benjamin Felix Foreign Withholding Tax 2018-08-3T14:52:13 August 3, 2018 First things first: If your long-term investments are not yet globally diversified, they almost certainly should be. Robust evidence and common sense alike support the wisdom of managing your risks and expected sources of return by investing in both Canadian and international markets.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 2 – Indexing is Here to Stay 2018-08-3T10:00:12 August 3, 2018 Episode 2 of the Rational Reminder Podcast
Market Research PWL Capital Benjamin Felix In these uncertain times 2018-08-3T10:00:09 August 3, 2018 I am far from being a long-tenured veteran of the financial services industry. In 2007, when the last big drop in financial markets began, I was studying mechanical engineering on a full athletic scholarship. I have no recollection of worrying about the market; all of my expenses were covered as long as I met my athletic and academic obligations (which I did).
Market Research PWL Capital Benjamin Felix Is Amazon Changing the World, and the Stock Market? 2018-08-3T09:00:06 August 3, 2018 Amazon has been on a tear. Its market cap is expected to reach US $1T before Apple, though Apple is still ahead at the time of writing. Headlines have been focusing on this massive growth. It’s almost as if massive, successful, and innovative companies are a new thing.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 1 – The Cheapest Advice Probably isn’t the Best 2018-08-2T10:00:32 August 2, 2018 This is the first episode of the Rational Reminder podcast.
Market Research PWL Capital Benjamin Felix What are Normal Stock Returns? 2018-08-1T13:45:29 August 1, 2018 2018 has seen modest returns for Canadian and International stocks, both coming in a bit under 2% in CAD at the end of June. US stocks have seen stronger returns, a little over 7% in CAD, driven mostly by currency. These numbers might seem low after years of double digit returns.
Market Research PWL Capital Benjamin Felix DFA International Equity Performance Since Inception 2018-08-1T10:00:39 August 1, 2018 The Dimensional Fund Advisors International Core (DFA295) and International Vector (DFA227) equity funds offer exposure to the global equity markets, including emerging markets, excluding the US and Canada.
