Capital Topics

In this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the results of active vs passive management for 2023. They then review the 2024 Federal Budget and the New Rules that affect Investors.

In this Episode, James Parkyn & François Doyon La Rochelle present James' latest eBook called "The New Retirement"

In this Episode, James Parkyn & François Doyon La Rochelle discuss the updated PWL long term expected returns on asset classes with PWL's senior researcher Raymond Kerzérho. Then, they review with him a research paper from Professor Scott Cederburg on life cycle asset allocation.

In this Episode, James Parkyn & François Doyon La Rochelle will continue their yearly tradition and discuss the Investing Lessons of 2023 Then, they review "The Price of Time" by Edward Chancellor, a book that they highly recommend for all their listeners.

In this Episode, James Parkyn & François Doyon La Rochelle will start the new year by covering the global capital markets performance for 2023. Then, they tackle how to measure your portfolio performance. Which goes hand in hand with the first topic.   Links to share: Episode 48: 2022 Investing Lessons & 2023 Outlook — Capital Topics By James Parkyn & François Doyon La Rochelle  https://www.capita...

In this Episode, James Parkyn & François Doyon La Rochelle will first discuss year-end tax planning strategies for investors in Capital Market Securities Then, they will chat with Raymond Kerzerho, PWL's Senior Researcher, about his latest blog regarding Canada's major pension plans. Links to share: Episode 56 : RESP Withdrawal Planning and Investor Home Market Bias — Capital Topics By James Parky...

In this Episode, James Parkyn & François Doyon La Rochelle will address why we prefer using total market ETFs or mutual funds to build our portfolios rather than other investments solutions. They also share their thoughts on a real hot button issue for all Canadians, Taxes! Raising taxes on top income earners is often proposed as a solution for generating a lot of extra revenues and at the same ti...

In this Episode, James Parkyn & François Doyon La Rochelle give a brief overview of how registered education savings plan works and what are the best strategies to tap into your RESP savings most efficiently.   They also drill down into the stock component of your portfolio and on how much global exposure you should have.   Links to share:     - The Debate About the 60/40 Balanced Portfolio and th...

In this Episode, James Parkyn & François Doyon La Rochelle review the Market Statistics as of June 30,2023 and update their listeners on Inflation. Market Statistics – June 2023 : Market Statistics - Statistiques de marché (pwlcapital.com) Read The Script: 1) Introduction: François Doyon La Rochelle: You're listening to Capital Topics, episode #55! This is a monthly podcast about passive asset man...

In this Episode, James Parkyn & François Doyon La Rochelle review the latest eBook authored by James Parkyn titled Investing Life Skills for Early Savers.   This eBook is available on the Capital topics website and in our Team's section on the PWL Capital website and wi ll provide important life skills that will serve early savers on the road of making smart money decisions.   eBook: Investing Lif...

In this Episode, James Parkyn & François Doyon La Rochelle discuss a recent report from th e C.D. Howe Institute that highlights the need to revamp the rules surrounding Registered Retirement Income Funds (RRIFs) withdrawals.   They also tackle the current debate over the classic way of building a balanced portfolio which is an allocation of 60% stocks & 40% bonds.     Links to share:   - Episode...

Description:   In this Episode, James Parkyn & François Doyon La Rochelle revisit the basics of the recently launched Tax-Free First Home Savings Account (FHSA) and give their listeners some planning ideas.   They also perpetuate their annual tradition and r eview of the 1 5 th edition of The Credit Suisse Global Investment Returns Yearbook 202 3 , Summary Edition .     Read The Script :   INTRODU...

In this Episode, James Parkyn & François Doyon La Rochelle discuss the following subjects:   I n the news: Global Bank ing Solvency    Main Topic : Update on Active Vs. Passive   In this episode, we invite our listeners to check our latest feature below . F or the first time we share the Podcast Script which was a request from some of our audience.     Links: - The Grumpy Economist: How many banks...

In this Episode, James Parkyn & François Doyon La Rochelle welcome back their dear colleague Raymond Kerzerho, PWL's Senior Researcher & Head of Shared Services Research. Together they discuss the update of the Capital Market Assumptions for Expected returns titled "Financial Planning Assumptions", that he produced with PWL's Head of Research & Client Education, Ben Felix.   - Financial Planning A...

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:   Main Topic: Ken French: Five things I know about Investing     - « Five Things I Know About Investing » by Kenneth R. French : Five Things I Know about Investing | Dimensional     -Podcast #48: 20 22 Investing Lessons & 2023 Outlook  : Episode...

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: 2022 Market Statistics   Main Topic: 2022 Investing Lessons & 2023 Outlook   -Market Statistics – Parkyn Doyon La Rochelle – December 2022: Market Statistics - Parkyn Doyon La Rochelle - December 2022 - PWL Capital   -Podcast #45:...

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle will discuss the following portfolio management and financial planning subject: Update on Year-end Tax Planning for Capital Market Investors   Why aren't more Canadians maxing out their TFSAs? — 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: Review of Q3 market results Main Topic: Managing your Emotions in a sea of negative Financial Market Noise   How to Invest Better - and Live Better (dimensional.com) by David Booth Seven deadly sins of investing - PWL Capital by Jam...

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 | In...