Ben Felix, CFA, CFP, CIM, is a portfolio manager and head of research with PWL Capital Inc., as well as co-host of the Rational Reminder podcast.

Understanding the role of bonds in retirement portfolios

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

By Ben Felix |February 5, 2024

4 min read

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

By Ben Felix |November 28, 2023

4 min read