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)

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: War in Ukraine and Market Impacts
• Main Topic: More on Capital Markets and making investment decisions when headlines are bleak and scary

Links:

4 ways to prepare for the next bear market - PWL Capital

You cannot control the uncontrollable | The Evidence-Based Investor (evidenceinvestor.com)

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

• Main Topic: Update on the ETF Landscape in Canada
• Listener’s question: How do you do financial planning when you do it for a couple? Together? 2 separate plans? How do you average risk tolerance?

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 Inflation
• Listener’s question: Bear Markets – What you Should Know and How you Should to Prepare for Them?

Links:

Inflation won’t come down magically | Vanguard Canada

This is Normal (awealthofcommonsense.com)  

Older Investors Have a Lot of Money in Stocks. How to Check if It’s Too Much. - WSJ -

Why the Stock Market Doesn’t Like High Inflation (awealthofcommonsense.com) -

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

• Main topic: 2022 Outlook and the Folly of Forecasting
• Listener’s question: ETF Asset Allocation Funds Vs Managing a basket of ETF’s – Pros and Cons.

Links:

The Best Investment for This Coming Crazy Year - WSJ

Investment lessons the markets taught in 2021 (Part 1) | The Evidence-Based Investor (evidenceinvestor.com)

Investment lessons the markets taught in 2021 (Part 2) | The Evidence-Based Investor (evidenceinvestor.com)

https://my.dimensional.com/all-time-high-anxiety

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: Review of Market Performance in 2021
• Main topic: 2021 Investment Lessons for Investors

Links:

Investment lessons the markets taught in 2021 (Part 1) | The Evidence-Based Investor (evidenceinvestor.com)

 

Investment lessons the markets taught in 2021 (Part 2) | The Evidence-Based Investor (evidenceinvestor.com)

https://my.dimensional.com/all-time-high-anxiety

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

• Main topic: Year-end Portfolio Tax Strategies – part 2. Review of the year-end tax planning strategies for both Accumulators and Retirees.
• Listener’s question: “should I prioritize making an RRSP or TFSA contribution?”

Links:

Episode 5 - The Active-Passive Barometer — Capital Topics

Episode 6: Private equity funds — Capital Topics

A Sensible RRSP Vs TFSA Comparison (boomerandecho.com)

Year-end tax strategies for seniors to avoid bigger tax bills - The Globe and Mail

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 latest news on Inflation
• Main topic: Year-end Portfolio Tax Strategies – part 1

Links:

2021-10-14_PWL_Financial_Planning_Assumptions-1.pdf (pwlcapital.com)

Are Concerns About Inflation Inflated? (dimensional.com)

Deflating Your Inflation Fears - WSJ