Episode 21: Central Bank Digital Currencies

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 that U.S. stocks are very expensive and may underperform for several years to come. What should I do?”

Episode 20: The Return of Inflation

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 taxable losses on some of my investments now or later?

Episode 19: The Seven Deadly Sins of Investing

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.

Episode 18: The Behaviour of Canadian Financial Advisors

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?

Episode 17: The competition between passive and active funds

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?”