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This episode was incredibly relevant back in 2020 (and this originally aired before Covid and the crash!), and it's still just as relevant with the current economic situation we find ourselves today. If you want to know what to do with your investments from a true professional and expert in the field, Ben Felix, who is not only a CFP, CFA and CIM, but also the Chief Investment Officer and Portfolio Manager at PWL Capital, then you need to listen to this episode.
This episode originally aired on February 5, 2020.
To find the original show notes for this episode visit jessicamoorhouse.com/225
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Financial resources
Hosted on Acast. See acast.com/privacy for more information.
By Jessica Moorhouse4.4
112112 ratings
This episode was incredibly relevant back in 2020 (and this originally aired before Covid and the crash!), and it's still just as relevant with the current economic situation we find ourselves today. If you want to know what to do with your investments from a true professional and expert in the field, Ben Felix, who is not only a CFP, CFA and CIM, but also the Chief Investment Officer and Portfolio Manager at PWL Capital, then you need to listen to this episode.
This episode originally aired on February 5, 2020.
To find the original show notes for this episode visit jessicamoorhouse.com/225
Follow me
Financial resources
Hosted on Acast. See acast.com/privacy for more information.

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