In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: Update on the new FHSA’S
• Main Topic: Bond Investing, the New Landscape

Design of the Tax-Free First Home Savings Account - Canada.ca

Financial Planning Assumptions - (Factor Tilt Portfolio) - PWL Capital

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: Bear Markets and tax-loss selling
• Main Topic: Central Banks: Policy making challenges and Recessions

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: The Historical Benefit in Staying Invested in Bad Markets
• Main Topic: Retirement Income Planning: Should Your Portfolio Withdrawals vary with the Market?

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: Q2 Review of Market Statistics
• Main Topic: Bear Markets and your Long-Term Investment Plan: How to stay the course

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: Warren Buffett’s Annual Letter to Shareholders
• Main Topic: Active VS Passive in Bear Markets

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: TFSA and the tax issues at death
• Main Topic: The Pre-Retiree Guide to the “New Retirement” - Part Two

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: Update on TFSA’s, Misunderstandings, and Common Mistakes
• Main Topic: The Pre-Retiree Guide to the “New Retirement” – Part One

 

Links:

I Spent 44 Years Studying Retirement. Then I Retired. - WSJ

Plenty of TFSA room going unused | Investment Executive

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• Main Topic: Review of the Credit Suisse 2022 Global Investment Returns Yearbook

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: First Quarter 2022 Market Statistics
• Main Topic: Update on Expected Returns with Guest Raymond Kerzerho

Links:

Market Statistics - Statistiques de marché (pwlcapital.com)

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

• In the News: The Bond Market Negative Returns YTD in 2022
• Main Topic: The Pros and Cons of Gifting Money to Your Kids to Buy a House

Links:

What Does a Bond Bear Market Look Like? (awealthofcommonsense.com)