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 unduly increase risk.
Links – a few other posts cited in this episode:
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 build a good portfolio, add individual stocks!”
Listener’s question, who asks: Should I start cashing out of my RRSP progressively now or defer it as much as possible?
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 home equity line of credit to invest in the markets?”
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, private holdings, real estate, etc.
The main interests and passions of wealthy individuals
The distribution of wealth in Canada and Quebec.
And much more!
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?