In this Episode, James Parkyn & François Doyon La Rochelle will be covering a recent study by Victor Haghani and James White from Elm Partner Management in the U.S. The study's title is “When Having a Crystal Ball Isn’t Enough to Make You Rich.”

Having that crystal ball to predict markets is every investor’s dream. But is having that crystal ball enough to make us rich?

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing Year-End Tax Planning strategies highlighting the 2024 Federal Budget proposed changes on Capital Gains Tax.   

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the Morningstar U.S Mind the Gap 2024 report. 

This report highlights how investor mistiming the market had an impact on their performance.

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing a paper published in July 2024 by professor Hendrik Bessembinder titles “Which U.S. Stocks Generated the Highest Long-Term Returns?”. 

His findings in this research paper make the case that owning individual stocks in a portfolio has a high probability of a negative outcome. 

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the performance of capital markets for the first half of 2024. It is a subject they cover twice yearly to help their listeners better understand and evaluate their portfolios’ performance.

In this Episode, James Parkyn & François Doyon La Rochelle start by discussing what investors should be doing when markets are making new all-time highs.

For their second topic, they review the 25th edition of the UBS Global Investment Returns Yearbook 2024 Summary Edition.

In this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the performance of the Magnificent Seven stocks and how they have done year-to-date in 2024.

Warren Buffett’s Annual Letter to Shareholders of Berkshire Hathaway.

In this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the results of active vs passive management for 2023.

They then review the 2024 Federal Budget and the New Rules that affect Investors.

In this Episode, James Parkyn & François Doyon La Rochelle present James’ latest eBook called “The New Retirement”

In this Episode, James Parkyn & François Doyon La Rochelle discuss the updated PWL long term expected returns on asset classes with PWL’s senior researcher Raymond Kerzérho.

Then, they review with him a research paper from Professor Scott Cederburg on life cycle asset allocation.