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Benjamin Felix on Muck Rack

Benjamin Felix

Canada
As seen in: The Rational Reminder Podcast, Wiley Online Library, MDPI, The Globe and Mail, EIN News, Vancouver is Awesome, Times Colonist, Business in Vancouver (BIV), Libsyn, North Shore News, Richmond News and
Helping Canadians make better financial decisions. Chief Investment Officer, Portfolio Manager @PWLCapital; co-host @RationalRemind. Meet with PWL ⬇️
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Articles

When Compounding Works Against You

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By Benjamin Felix
| FP Collective
When Compounding Works Against You Most people save without knowing their real "why." Free exercise for Canadians to find it. VIDEO Register For Our Weekly Digest Don't miss a thing. Get everything sent to your inbox. Sign Up Now
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Pre VS After Tax Asset Allocation

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By Benjamin Felix
| FP Collective
Pre VS After Tax Asset Allocation Asset allocation is deciding which asset classes should make up your portfolio, and asset location is deciding which accounts those asset classes should be owned in. I often advocate maintaining the same asset allocation in all account types. If you choose, for example, to hold all of your bonds in your RRSP account, you are introducing an often overlooked side effect. Register For Our Weekly Digest Don't miss a thing. Get everything sent to your inbox.
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Mortgage Debt and Asset Allocation

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By Benjamin Felix
| FP Collective
Mortgage Debt and Asset Allocation If you have both a mortgage and an investment portfolio you might have wondered if it makes sense to use some of your investments to pay off your mortgage. This is a very common question, and I think that the common answer to the question is flawed. Register For Our Weekly Digest Don't miss a thing. Get everything sent to your inbox. Sign Up Now
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