Episode 12: The Tax Treatment of your 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:

• In the news: Tremors in the bond market
• The tax treatment of your investment portfolio: an update
• The bad advice of the day: ““Buy high-dividend stocks”
• Listener’s question: What’s your opinion about the new Bitcoin ETFs?”

Links:

Control list Tax season 2020: https://www.pwlcapital.com/wp-content/uploads/2021/03/2.1-PWL-Income-Tax-2020-Authorization-Form-Combine-T1135_New.pdf

Nouriel Roubini articles:

2018

• https://www.marketwatch.com/story/nouriel-roubini-says-bitcoin-is-bullst-and-only-attracts-suckers-2018-05-03?mod=markets_twitter_new
• https://www.marketwatch.com/story/cryptocurrencies-wont-lead-us-to-a-bright-future-theyre-taking-us-back-to-the-stone-age-2018-05-14

2021

• https://www.wsj.com/articles/bitcoin-trades-above-50-000-for-first-time-11613479752?mod=searchresults_pos1&page=1
• https://www.marketwatch.com/story/dont-fall-for-the-bitcoin-bubble-even-the-flintstones-had-a-better-system-warns-economics-professor-nouriel-roubini-11612973303

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