In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

In the News: Review of Q3 market results
Main Topic: Managing your Emotions in a sea of negative Financial Market Noise

How to Invest Better – and Live Better (dimensional.com) by David Booth

Seven deadly sins of investing – PWL Capital by James Parkyn

Sources:

Market Statistics – Parkyn Doyon La Rochelle – September 2022 – PWL Capital

James Parkyn

James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.

François Doyon La Rochelle

François is committed in delivering to his clients a disciplined and tax efficient approach to portfolio construction and management based on strategies that are supported by academic research.

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Financial Planning Assumptions (Market Capitalization Weighted Portfolio)

Financial Planning Assumptions (Factor Tilted Portfolio)

Financial Planning Assumptions for Market-Cap Weighted and Factor-Tilted Portfolios (Methodology Guide)

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Episode 46: Managing your Emotions in a sea of negative Financial Market Noise

Popular Insights

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