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Benjamin Felix

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Benjamin Felix is a portfolio manager and head of research at PWL Capital. He co-hosts the Rational Reminder podcast and has a YouTube channel. He is a CFP® professional and a CFA® charterholder.

Latest articles

Are homeowners happier than renters? Turns out mortgage debt can have a negative impact

September 25, 2024

Renting is often a better deal than buying. That’s because of how expensive it is to own a home

September 18, 2024

Should regular investors follow Roaring Kitty’s footsteps and build wealth by trading options?

August 15, 2024

personal finance

Why investors search for a narrative when stock markets crash

personal finance

Canada’s robo-advisers are delivering different returns to their customers. Why?

Private credit funds are pitched as safe and stable, but investors aren’t getting anything special for the high risk and fees

There’s room for good financial planning - and for error - before the June 25 capital-gains tax change

Do stocks return 10 to 12%, on average? No, and that’s a dangerous assumption

CPP is one of the best retirement assets money can buy, despite what the skeptics say

February 29, 2024

Is ESG investing counterproductive?

February 8, 2024

Why lump-sum investing beats dollar-cost averaging

January 18, 2024

Investors often underperform the market because they make this common mistake

December 21, 2023

Should my investment strategy change during a recession?

November 13, 2023

AI may be revolutionary technology, but for now, it’s a pretty lousy investment

November 1, 2023

personal finance

Should I still be investing in this uncertain stock market? Four tips for nervous investors

October 11, 2023

Ask an adviser: Why invest in stocks when you can get better interest with HISA?

September 14, 2023

Ask an adviser: Will more money make me happier?

Ask an adviser: Structured notes are designed to exploit cognitive and emotional investor biases

retirement planning

Ask an adviser: Covered call ETFs sound too good to be true. My advice is to steer clear of them

genymoneyadviser q&a

Should you rent or buy a home in Canada’s current real estate market? Here’s how the 5% rule changes the debate

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