In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:
The Bank of Canada pares back its bond purchasing program
Preparing for the risk of a cognition loss
Good advice of the day: “Alternative investments are not a solution to low bond yields”
Listener’s question, who asks: How should I evaluate the performance of my individual stock portfolio?
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?”
Links: PWL Market Stats (June 2021)
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?
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?