Capital Topics

Year-end Portfolio Tax Strategies


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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

...more
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Capital TopicsBy James Parkyn, François Doyon La Rochelle


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