Personal Wealth

Introducing Capital Topics!

We’re launching Capital Topics, a new bi-weekly podcast about passive asset management and wealth building for the long term featuring PWL Capital’s James Parkyn, François Doyon La Rochelle and Raymond Kerzérho.

Behavioural Finance

The Rational Reminder Podcast Episode 115: Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update

Our focus for this episode of the Rational Reminder is split into two sections; first, we cycle through our regular features, looking at a number of studies and articles of interest, the market during the pandemic, and our bad advice segment, and then Benjamin is joined by Tim Nash to talk about ethical investing and comment on Wealthsimple’s new sustainable portfolio.

Behavioural Finance

The Rational Reminder Podcast 100: Prof. Kenneth French: Expect the Unexpected

Who better to have on the 100th episode of the Rational Reminder Podcast than Professor Ken French? Ken has been a massive inspiration to us and has remained a guiding light for sensible, evidence-based investors over the last few decades! His work with Eugene Fama stands as the seminal work on the subject of passive investment portfolios and we are so delighted to have him on the show today as we talk through some of his thoughts on a variety of subjects.

Behavioural Finance

Are my savings goals in ruins (Part 2)?

In a recent blog we discussed how a fall in market prices today leads to an expectation of higher returns tomorrow. We explore this in more detail by considering the impact of the fall in portfolio values at the end of March and the revised expected returns on investors in different stage of their lives.

Behavioural Finance

The Rational Reminder Podcast: Bear Markets: Always Different, Always the Same

In our second special release episode during the 2020 COVID-19 bear market we discussed a broad history of US bear markets from 1900 to 2020, the recent volatility in the bond market, bond ETF NAV spreads, a nuance in the legislation on tax-loss harvesting, and some of the tax-related changes that Canada has rolled out in light of the current situation.