Nov 20, 2024
In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing Year-End Tax Planning strategies highlighting the 2024 Federal Budget proposed changes on Capital Gains Tax.
Oct 23, 2024
In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the Morningstar U.S Mind the Gap 2024 report.
This report highlights how investor mistiming the market had an impact on their...
Sep 18, 2024
In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing a paper published in July 2024 by professor Hendrik Bessembinder titles “Which U.S. Stocks Generated the Highest Long-Term Returns?”.
His findings in this research paper make the case that owning individual stocks in a portfolio has a...
Jul 31, 2024
In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the performance of capital markets for the first half of 2024. It is a subject they cover twice yearly to help their listeners better understand and evaluate their portfolios’ performance.
Jul 3, 2024
In this Episode, James Parkyn & François Doyon La Rochelle start by discussing what investors should be doing when markets are making new all-time highs.
For their second topic, they review the 25th edition of the UBS Global Investment Returns Yearbook 2024...