Capital Topics

By James Parkyn, François Doyon La RochelleBusiness Education Investing How To

Capital Topics episodes

July 28, 2022Retirement 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: The Historical Benefit in Staying Invested in Bad Markets

Main Topic: Retirement Income Planning: Should Your Portfolio Withdrawals vary with the Market?
26 min
July 14, 2022Bear 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: Q2 Review of Market Statistics

Main Topic: Bear Markets and your Long-Term Investment Plan: How to stay the course
27 min
June 16, 2022Active 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: Warren Buffett's Annual Letter to Shareholders

Main Topic: Active VS Passive in Bear Markets
30 min
June 02, 2022The 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: TFSA and the tax issues at death

Main Topic: The Pre-Retiree Guide to the "New Retirement" - Part Two
41 min
May 19, 2022The Pre-Retiree Guide to the "New Retirement" - Part One
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
38 min
May 05, 2022Credit Suisse 2022 Global Investment Returns Yearbook Summary Edition Review
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
33 min
April 21, 2022Update on Expected Returns
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)
33 min
April 07, 2022The Bank of Mom and Dad and the Financial Help Given to Children to Buy Houses
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)
37 min
March 24, 2022War in Ukraine and Market Impacts
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)
30 min
March 10, 2022Update on the ETF Landscape in Canada
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?
34 min