Benjamin Felix

Benjamin Felix, MBA, CFA, CFP, F. Pl., CIM, is a portfolio manager and head of research with PWL Capital Inc., and co-hosts the Rational Reminder and Money Scope podcasts.

Realizing capital gains for CCPCs before June 25

Business owner’s compensation is one of several factors to consider

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Research and a case study help clear the misconceptions

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For better client outcomes, move beyond the common asset allocation advice

By Benjamin Felix |February 5, 2024

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