Episode #53 : The Debate About a Balanced Portfolio of 60% Stocks and 40% Bonds and a Review of the C.D. Howe Report on RRIF Mandatory Withdrawal Rules

Capital Topics

English - June 07, 2023 13:00 - 33 minutes - 46.6 MB
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Previous Episode: The New Tax-Free First Home Savings Account (FHSA) and Review of the Credit Suisse Global Investment Returns Yearbook 2023 - Summary Edition

Next Episode: Investing Life Skills for Early Savers

In this Episode, James Parkyn & François Doyon La Rochelle discuss a recent report from the C.D. Howe Institute that highlights the need to revamp the rules surrounding Registered Retirement Income Funds (RRIFs) withdrawals.

They also tackle the current debate over the classic way of building a balanced portfolio which is an allocation of 60% stocks & 40% bonds.

Links to share:

- Episode #52 : The New Tax-Free First Home Savings Account FHSA — Capital Topics by James Parkyn & François Doyon La Rochelle

- Episode 50: 2023 Update on Expected Returns — Capital Topics By James Parkyn & François Doyon La Rochelle

- The silver lining from a tough year in the markets is higher expected returns. — Capital Topics by James Parkyn

- A look back and forward at the 60/40 portfolio | Vanguard Canada By Vanguard Canada

-Live Long and Prosper? Mandatory RRIF Drawdowns Raise the Risk of Outliving Tax-Deferred Saving By William B.P. Robson & Alexandre Laurin at The C.D. Howe Institute