Personal Wealth

The Terrible Truth about Hedge Funds

Hedge funds represent a fascinating field of interest for two reasons. First, they involve the most sophisticated strategies and instruments, such as short selling, derivative products and leverage. Hedge fund managers have unequalled freedom of action, with a goal of maximizing profits.

Starting Out
by honey fangs on unsplash

Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life

The work of Bill Schultheis has had a profound effect on us here at the Rational Reminder Podcast, and eventually having him join us on the show is truly an honour! Bill is the author of the Coffeehouse Investor series and is currently the Principal and Senior Advisor at Soundmark, in Kirkland, Washington. Throughout his career Bill has dedicated himself to helping his clients make the choices that best serve them and their particular needs, and his approach has continued to grow and improve over the decades he has been in the game.

Market Research

Posted vs. Forward-Looking MERs

ETFs and mutual funds report their Management Expense Ratio (MER) semi-annually in their Management Report of Fund Performance (MRFP). The reported MER is the sum of the fund’s total management fees plus total operating expenses plus sales tax for the last year, all divided by the fund’s average assets for the period.

Featured Contributors

  • Peter Guay

    MBA, CFA, Portfolio Manager
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Benjamin Felix

    MBA, CFA, CFP, CIM®, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Nancy Graham

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

    CFA, CFP, B.Comm., Portfolio Manager
  • Cameron Passmore

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

    CIM®, Associate Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Anthony Layton

    Former 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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