The Rational Reminder Podcast

THE CHEAPEST ADVICE PROBABLY ISN'T THE BEST (EP.1)


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In our first ever episode of the Rational Reminder podcast we discussed the following:

  • The purpose of the podcast
  • How we invest
  • DFA
  • Factor investing
  • Our worst investment ever
  • Tripling our money in JDS
  • Hedge funds still can't beat the market
  • CSA won't deploy a statutory best interest standard
  • The cheapest financial advice may not be the best
  • Is a financial advisor worth it?
  • Cost vs. complexity

The stories we talked about:

  • Dave Butler Discusses Finance and Basketball
  • Hedge Funds Should Be Thriving Right Now. They Aren't.
  • 2017 NACUBO-COMMONFUND STUDY OF ENDOWMENTS
  • It just became clear we'll never see an investment industry where clients must come first
  • Why hiring an adviser who's offering low fees could be a terrible move for your finances
  • Podcast 18: Boots on the Ground with Rob Carrick
  • Millennial looking to start investing asks: Should I go with Wealthsimple?

For more information or to contact Cameron and Ben, visit pwlcapital.com

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The Rational Reminder PodcastBy Benjamin Felix, Cameron Passmore, and Dan Bortolotti

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