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Capital Topics

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Episode 29: Year-end Portfolio Tax Strategies
November 24, 2021
Financial & Tax Planning Concepts
Francois Doyon La Rochelle
Episode 29: Year-end Portfolio Tax Strategies
Francois Doyon La Rochelle
November 24, 2021
Financial & Tax Planning Concepts

Episode 29: Year-end Portfolio Tax Strategies

Francois Doyon La Rochelle
November 24, 2021
Financial & Tax Planning Concepts

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 Inflation Fears – WSJ

Newer PostEpisode 30: Year-end Portfolio Tax Strategies – Part 2
Older PostEpisode 28: Are investors expectations of future returns too high?
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