Episode 32: 2022 Outlook and the Folly of Forecasting

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

 

Episode 31: Lessons From 2021

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

Episode 30: Year-end Portfolio Tax Strategies – Part 2

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?”

Episode 29: Year-end Portfolio Tax Strategies

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

Episode 28: Are investors expectations of future returns too high?

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