Видео 131
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Budget 2024: Capital Gains Tax is Increasing [Canada]

8:10

The Most Important Lessons in Investing

7:02

When Should You Start CPP?

10:52

CPP is More Valuable than Most People Realize

7:38

Bank Financial Advice is Worse Than People Realize

5:26

Do Stocks Return 10% on Average?

8:43

Will ARKK Recover?

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p
References: zbib.org/b9d40e1d2937490d988270833fb56b92
Investors in ARKK - many of whom arrived late to the party - have experienced dramatic ups and downs, with an emphasis on downs for most investors.
The fund crashed 77% in 2021 and 2022 after taking in huge inflows. The question anyone still holding these funds must be asking - or should be asking - is whether it will recover.
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Видео

Budget 2024: Capital Gains Tax is Increasing [Canada]

8:10

Budget 2024: Capital Gains Tax is Increasing [Canada]

Просмотров 57 тыс.День назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p Canada’s Federal Budget 2024 has proposed an increase in the capital gains tax rate in certain cases. This means that selling a taxable asset like a business, a secondary real estate property, or an investment portfolio may cost more. What does this mean for your investments? Follow Ben Felix on - Twitter: benjaminwfelix Visit Ration...

7:02

The Most Important Lessons in Investing

Просмотров 79 тыс.14 дней назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p Over the last 10 years I have spoken to thousands of individual investors about their investments and financial plans while working at PWL Capital, and I have interviewed some of the smartest people in finance, economics, and psychology on the Rational Reminder podcast. This is what I have learned. These are all lessons that investors will learn...

10:52

When Should You Start CPP?

Просмотров 37 тыс.14 дней назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p The CPP uptake decision is one of the most consequential financial decisions that most Canadian retirees will make. The difference between optimal and suboptimal claiming can measure in the hundreds of thousands of dollars of expected lifetime income. References: zbib.org/7c977b4ef1a641de8c2db26d5c526a19 Follow Ben Felix on - Twitter: twitter.co...

CPP is More Valuable than Most People Realize

7:38

CPP is More Valuable than Most People Realize

Просмотров 49 тыс.21 день назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p People like to complain about CPP, but it is one of the most valuable retirement assets available to Canadians. References: zbib.org/fe9a63b38a324cfeb6484f022dd9f258 Follow Ben Felix on - Twitter: benjaminwfelix Visit Rational Reminder: rationalreminder.ca/ Join the Rational Reminder Community: community.rationalreminder.ca/ Follow t...

Bank Financial Advice is Worse Than People Realize

5:26

Bank Financial Advice is Worse Than People Realize

Просмотров 101 тыс.21 день назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p Millions of Canadians get financial advice from Canada's big banks, but bank financial advice may be doing more harm than good. References: zbib.org/c2f2f65a1900445894495b9729872cfd Follow Ben Felix on - Twitter: benjaminwfelix Visit Rational Reminder: rationalreminder.ca/ Join the Rational Reminder Community: community.rationalremin...

8:43

Do Stocks Return 10% on Average?

Просмотров 96 тыс.28 дней назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p Many people take it as a given that stocks return 10% per year on average, but on closer inspection this belief is likely an error. References: zbib.org/3f0f46d1692f45aca80923ae6fd905e9 Follow Ben Felix on - Twitter: benjaminwfelix Visit Rational Reminder: rationalreminder.ca/ Join the Rational Reminder Community: community.rationalr...

10:34

Is Home Country Bias a Mistake?

Просмотров 51 тыс.2 месяца назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p References: zbib.org/f7ba4544493741fab9ca668b592f4085 Home country bias - overweighting your home country’s stocks relative to their capitalization weights - is detrimental at the extremes, but modest home country bias is theoretically, practically, and empirically useful. It can reduce fees and taxes, it may hedge the cost of local consumption,...

How Bonds could be Hurting Your Retirement

8:56

How Bonds could be Hurting Your Retirement

Просмотров 77 тыс.2 месяца назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p References: zbib.org/1611ae243d984b4bb1fe36aa33d1fb3e Conventional wisdom and popular personal financial advice suggest that portfolios should contain at least some bonds and that asset allocations should shift increasingly into bonds as investors move toward retirement, but new research suggests that this thinking is due for an update. Follow B...

5:54

The Problem with High Stock Valuations

Просмотров 80 тыс.3 месяца назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p References: zbib.org/17df87b9e17b4e6683b67e2a0429192f I’m noticing investors being worried about stock market valuations. When stock market valuations are higher, expected returns are lower. High valuations are not great for long-term investors. But saying that stock market valuations are high misses a lot of nuance. Which stocks are we talking ...

7:20

Is ESG Investing Counterproductive?

Просмотров 39 тыс.3 месяца назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p References: zbib.org/3afb67c29fa64cbe95ae9cabf409542d Discussion with the co-author of Counterproductive Sustainable Investing: The Impact Elasticity of Brown and Green Firms: ruclips.net/video/CHxNpN-2lmw/видео.html ESG investing - that is investing that puts an emphasis on the environmental, social, and governance characteristics of companies ...

How to Invest New Cash: Dollar Cost Averaging vs. Lump Sum Investing

5:13

How to Invest New Cash: Dollar Cost Averaging vs. Lump Sum Investing

Просмотров 141 тыс.4 месяца назад

Meet with PWL Capital: calendly.com/d/3vm-t2j-h3p If you're sitting on cash that you plan to invest you have a few options: 1. Invest a lump sum. 2. Dollar cost average. 3. Wait for a "good time" to invest. The optimal choice may surprise you. References: zbib.org/45b504dfd40d43bf833da0c4c250a124 Follow Ben Felix on - Twitter: benjaminwfelix Visit Rational Reminder: rationalreminder...

4:01

High Income Investments: A Warning

Просмотров 32 тыс.4 месяца назад

Yields are a seemingly easy to understand attribute of investments, making them a focal point for many investors. The salience of yield is no secret to financial product manufacturers, resulting in products being manufactured and marketed based on their high distribution yields. But distribution yields are not investment returns, they are not sufficient to assess expected returns, and, in the w...

4:09

The Cost of Investment Hubris

Просмотров 74 тыс.4 месяца назад

Warren Buffett has famously said that "diversification is a protection against ignorance" and that it "makes very little sense for anyone that knows what they're doing." This quote is often used as an argument against diversified investment strategies, but the thing is, Warren Buffett was probably not talking about you when he referred to people who know what they’re doing. If you think that yo...

3:32

The Performance Gap

Просмотров 50 тыс.5 месяцев назад

Everybody wants to outperform the market, but most investors underperform for a simple reason resulting in a sizable gap between investor returns and investment returns. I am going to tell you what it is and how you can do better. References: zbib.org/649f0e979c704fa18096a2d5374c816f Follow Ben Felix on - Twitter: benjaminwfelix Visit Rational Reminder: rationalreminder.ca/ Join the...