Episode 373: Asset Allocation in Practice

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision-making from two Canadians. We are hosted by me, Benjamin Felix, Chief Investment Officer, and Dan Bordelotti, portfolio manager at PWL Capital. Although today we're joined by two other PWL folks, I was torn about whether I should say we're hosted by four Canadians today, but we're gonna say Ben and Louis are guests. Welcome to episode 373. As I mentioned, today we've got Louis Beebe.

He's joining us again. We had great feedback about his episode on insurance from listeners. He's back to give us another practical perspective, this time on how he works through asset allocation with PWL clients. And then we also have PWL's head of M<unk>A architecture, Ben Wilson.

Ben and I have worked together at PWL for a long time. He's going to tell us about the reasons that he's saying advisors are giving him for why they're potentially interested in joining PWL. We've mentioned in a few episodes that we're interested in talking to advisors who may want to join the firm. Ben's been the one leading those conversations, so I think he's got some interesting commentary there. He's also a portfolio manager with many years of experience.

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