Capital Topics

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

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: Wealthsimple's Change of Heart?
• Main topic: Are investors expectations of future returns too high? A look at a recent survey by the Large French Money Management firm Natixis

Links:

2021 Natixis Global Survey of Individual Investors | Natixis Investment Managers

Financial Planning Assumptions - PWL Capital

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

• In the news: How the Big Banks are reacting to the new "Know Your Product" Rule
• Main topic: The "Mind the Gap 2021" report on the cost of investor behaviour
• Good advice of the day: Five advices from Raymond

Links:

Mind the Gap 2021 Report

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

• In the news: The latest Market Stats as of September 30
• Main topic: "What have markets taught us since 2000?" – A roundtable
• Good advice of the day: "Yes, bonds still belong to your portfolio"
• Listener's question: "I am concerned with the possible impact of rising government debt levels on my portfolio. How can I preserve capital?"

Links:

Market Statistics – September 2021

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

• In the news: Caisse de Dépôt sells a portion of its Canadian bank stock holdings
• Main topic: Emerging Markets equity
• Good advice of the day: "Consider buying Canadian-listed ETFs for US and international equity"
• Listener's question: "Are Individual bonds less risky the bond ETFs?"

Links:

Credit Suisse Global Investment Returns Yearbook 2021

Bonds: Individual Securities or ETFs?

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

• In the news: A hacker steals $600 million worth of cryptocurrencies
• Main topic: Registered Education Savings Plans
• Good advice of the day: "Don't Chase Performance"
• Listener's question: "How should I establish a target asset mix for my inapt mother?"

Links:

Canada Education Savings Program: 2020 Annual Statistical Review

Canada Student Loans Program: Actuarial Report - July 2019

RBC Financial Planning: Your guide to saving for a child's post-secondary education