Personal Wealth

The Rational Reminder Podcast 102: Dr. Brian Portnoy: Underwriting a Meaningful Life

Even though we learn that money is merely a means of exchange, a store of value, or a unit of account, it’s so much more than this. Money captures so much of what we grapple with like hope, joy, fear, regret, and envy, yet it’s widely surveyed as being the least spoken-about issue when compared to religion, mortality, and marriage. Dr. Brian Portnoy, the author of The Geometry of Wealth, joins us today to share his view on wealth.

Behavioural Finance

The Rational Reminder Podcast 100: Prof. Kenneth French: Expect the Unexpected

Who better to have on the 100th episode of the Rational Reminder Podcast than Professor Ken French? Ken has been a massive inspiration to us and has remained a guiding light for sensible, evidence-based investors over the last few decades! His work with Eugene Fama stands as the seminal work on the subject of passive investment portfolios and we are so delighted to have him on the show today as we talk through some of his thoughts on a variety of subjects.

Starting Out

The Rational Reminder Podcast Episode 99: Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy)

We often talk about better planning, reduced spending and a consistent long-term strategy on the show and today we have a guest who not only gives that advice himself but clearly lives it too! Andrew Hallam is the author of the new book Millionaire Expat in which he details some strategies for what has been called geographic arbitrage, or moving to another part of the world in order to maximize your financial independence!

Personal Wealth

What’s behind the stock market rebound?

Since hitting lows in mid-March, most stock markets have regained about half of what they lost from their peak in mid-February. That’s led many people to wonder why the markets have come back so far, so fast, given the severity of the economic fallout from the COVID-19 pandemic.

Advanced Investing

The Rational Reminder Podcast 97: Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market?

Today on the Rational Reminder Podcast we interview a seasoned journalist from The Wall Street Journal, Greg Zuckerman. With 23 years of experience with the media outlet, Greg has written extensively about the most prominent figures in the world of investing, including Jim Simons, John Paulson and Carl Icahn, generally focusing his attention on significant trades, traders and fund managers.

Behavioural Finance

Are my savings goals in ruins (Part 2)?

In a recent blog we discussed how a fall in market prices today leads to an expectation of higher returns tomorrow. We explore this in more detail by considering the impact of the fall in portfolio values at the end of March and the revised expected returns on investors in different stage of their lives.

Featured Contributors

  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, CIM®, Portfolio Manager
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Graham Westmacott

    CFA, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Cameron Passmore

    CIM®, FMA, FCSI, Portfolio Manager
  • Brady Plunkett

    CIM®, Associate Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Forsyth

    Emeritus Professor
  • Dan Solin

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

    Writer, Broadcaster, PWL client and advocate
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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