Episode 59: 2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance

2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #59!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points:

For our first topic, we will review the 2023 Market Statistics.

And next, for our main topic, we will discuss how to measure your portfolio performance.

Enjoy!

1) 2023 CAPITAL MARKETS YEAR IN REVIEW :

François Doyon La Rochelle: Before we start, I would like to wish our audience a happy, healthy, and prosperous New Year. This being said we have two timely topics to cover today. So, with another year passing by, I will start and cover the global capital markets performance for 2023. To help with the discussion, I will be going through our market statistics page, a document you can find on our website Capital Topics in the resources section, or directly on our team’s page on the PWL Capital website…Read More

Episode 58: Year-End Tax Planning and Update on Canada’s Major Pension Plans

Year-End Tax Planning and Update on Canada’s Major Pension Plans

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #58!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points:

For our first topic, since we are approaching the end of 2023, we will discuss year-end tax planning strategies for individual investors.

And for our next topic, we will chat with Raymond Kerzerho, PWL’s Senior Researcher, about his latest blog regarding Canada’s major pension plans.

Enjoy!

1) YEAR-END TAX PLANNING FOR INVESTORS :

François Doyon La Rochelle: Well, it’s that time of the year again to cover Year-end Tax Planning Strategies for Investors in Capital Market Securities. It has been an annual tradition for us on the Podcast.  We want to remind our Listeners that the insights and advice we will be sharing will be general in nature. We would need a more detailed understanding of an investor’s tax and financial situation to give specific recommendations.  Listeners should consult their tax advisors, portfolio managers, and financial planners for personalized recommendations…Read More

Episode 57: The Powerful Advantages of Total Market ETF’s & Canada’s Tax System

The Powerful Advantages of Total Market ETF’s & Canada’s Tax System

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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 time reducing inequality in Canada.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #57!

 This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

 In this episode, we will discuss the following points:

For our first topic, we will review the powerful advantages of building your portfolio with total market ETF’s.

And for our next topic, we will discuss Canada’s Tax System and try to answer the following question: do high earners pay their fair share of taxes?

Enjoy!

1) THE POWERFUL ADVANTAGES OF TOTAL MARKET ETF’S :

François Doyon La Rochelle: In our first subject for today, we will address why we prefer using total market ETFs or mutual funds to build our portfolios rather than other investment solutions, that replicate recognized commercial benchmarks such as the S&P500 Index for U.S. equity, the S&P/TSX 60 Index here in Canada and other large-cap benchmarks. …Read More

Episode 56: RESP Withdrawal Planning and Investor Home Market Bias

RESP Withdrawal Planning and Investor Home Market Bias

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #56!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points:

For our first topic, we will review the basics of registered education saving plans (RESP) and withdrawal strategies.

And for our next topic, we will discuss investors home market bias.

Enjoy!

1) RESP WITHDRAWAL PLANNING :

François Doyon La Rochelle: After a short break for the summer, and since it’s back-to-school season we thought that it would be a good idea to give you a brief overview of how the registered education savings plan (RESP) works and what are the best strategies to tap into your RESP savings most efficiently…Read More

Episode 55: Mid-Year Review of Markets and Update on Inflation

Mid-Year Review of Markets and Update on Inflation

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle review the Market Statistics as of June 30,2023 and update their listeners on Inflation.

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 management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

 In this episode, we will discuss the following points:

For our first topic, we will review and comment the market statistics for the first half of the year.

And for our next topic, we will give you an update on inflation.

Please note before we move on to our topics that we will take a summer break. We will be back for our next episode on September 28th.

Enjoy!

1) MID-YEAR REVIEW OF MARKETS :

François Doyon La Rochelle: I will start today with a review of the market statistics as of June 30, 2023. So, after a very difficult year in 2022 when pretty much all asset classes posted big losses, I’m sure our listeners will be relieved and happy to hear that in the first half of 2023 stocks and bonds are generating positive returns. These positive returns are across the board as all the asset classes we follow, except for one, are in positive territory.  As a reminder, you can find our Market Statistics report on our Capital Topics website in the resources section or on the PWL Capital website in our team section. We will provide the link for the market stats on the podcast page…Read More

Links:

-Market Statistics – June 2023 : Market Statistics - Statistiques de marché (pwlcapital.com)