Efficient Markets - Podcast

Vaccine News and Value Investing, Luke's first YouTube Video, and setting goals for your retirement. Enjoy!

Should we just buy FAANGM stocks and call it a day? We look at the historical performance of stocks as they ascend to the top 10, and then their subsequent performance in the following years. From there, we look at reasons that a retiree might want to own life insurance in retirement.

On today's episode, we discuss the role of bonds in a retiree portfolio with yields being so low. We also discuss charitable giving strategies for retirees.

In today's episode we go through the importance of having an updated will as you approach retirement. We also discuss some interesting announcements from Greece to entice retirees to move from abroad and retire in Greece. We also discuss an article in the Globe and Mail describing how only 1% of retirees are deferring CPP to age 70.

We introduce a 5 part series on Estate planning and announce our first webinar which will be held on September 10, 2020. Details to follow soon!

On this week's episode, we wrap up the series Key Questions for the Long Term Investor. Today we look at the question: Should I make changes to my portfolio based on what I am hearing in the news?

In today's episode we discuss ways that Sue and Dave can effectively split income. We also discuss how international investing can boost your returns and lower your volatility in the long run.

Today we discuss an article from Alexandra Maqueen. The article discusses several ways the Coronavirus pandemic might change the way we think about retirement planning in Canada. We also continue with our series: Key Questions for the Long-Term Investor.

Today, we discuss Larry Swedroe's new book "Your Complete Guide to a Successful and Secure Retirement". Larry is a prolific author and practitioner in the investment and retirement space. We talk about the key elements to a successful retirement. This list has nothing to to with numbers and figures. It has everything to do with your passions, your purpose, and your growth. It applies to retirees, and to anyone who wants to build a purpose-driven life.

On today's show, I discuss recent economic data and why it is confusing to see markets rise in the face of really bad economic news. I describe the reasons why markets and the economy don't always match and and what that means for investors.

Today on the show we discuss whether it makes sense to carry a mortgage into retirement, or whether paying off the mortgage is more sensible for a soon-to-be retiree.