The Lowest Feed Advisers May Not Be the Best

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