Capital Topics

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 uncontro...

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 Inv...

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 taugh...

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 marke...

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 Act...

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...

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...

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...

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 concern...

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 ques...

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 mi...

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 Bridging Finance debacle Main topic: The high cost of investing in hedge funds Good advice of the day: "Buy and hold" beats "buy low and sell high" Listener's question: "Should I open an RESP for my grandchildr...

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: The Bank of Canada pares back its bond purchasing program Preparing for the risk of a cognition loss Good advice of the day: "Alternative investments are not a solution to low bond yields" Listener's question, who asks: How sho...

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: Our mid-year review of asset class returns An inside look at central bank issued digital currencies Good advice of the day for an investor who bailed out of stocks and would like to reinvest. Listener's question: "I am afraid t...

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 results of CPP Investments Inflation is back: What's the impact on your portfolio? Good advice of the day: "Rebalancing your portfolio is a good retirement habit" Listener's question, who asks: Should I realize...

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss a variety of topics related to portfolio management and financial planning. Episode # 19 is all about the launch of "The Seven Deadly Sins of Investing" eBook, which aims to educate the public about common mistakes - even among highly informed and experienced investors - that plague returns and...

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 ban on mutual fund Deferred Sales Charges in Ontario A study with surprising findings from Dartmouth University about the behaviour of Canadian financial advisors Bad advice of the day: "ETFs are not enough to...

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 outbreak of Initial Public Offerings The Passive Vs. Active Fund Monitor Good advice of the day: "Reading Financial News: The Top Ten Avoidable Distractions!" Listener's question: "Should I borrow against my ho...

In this episode of Capital Topics, James Parkyn and Raymond Kerzérho meet with Alain Desbiens, director for Quebec and Eastern Canada at BMO ETFs. Alain provides us with a bird's eye view of millionaires in Canada and worldwide. Discussion points: The definition of a high, very high and ultra high net worth individual Where does their wealth come from? Their asset mix across public market holdings...

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 debacle of the Archegos hedge fund Highlights from Warren Buffet's annual letter to shareholders Bad advice of the day: "Sell in May and go away" Listener's question: Why are equity expected returns so low?

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 first quarter Market Stats An update portfolio expected returns The bad advice of the day: "Buy bank sector ETFs now!" Listener's question: "Can stocks crash during an economic boom?"   Links: PWL Market Statis...