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Welcome back to Efficient Markets. Today we talk about high flying growth stocks being added to the S&P 500.  We compare them to the stocks that are removed from the index to make room for them. Which stocks do you think outperform going forward?  The answer might surprise you. Blog post and show notes can be found on my blog this week at www.walhoutfinancial.ca/podcast Thanks for listening! Mark

On today's show we talk about the good and the bad of retirement saving rules of thumb. Detailed blog and links can be found on my website at www.walhoutfinancial.ca/podcast Thanks for listening! Mark

Welcome to Episode 32 of Retire Me! Today we talk about the news from Moderna and Pfizer regarding a possible vaccine for COVID-19, as well as its impact on value stocks.  I give a very brief history lesson on the lead up to the dot com crisis where growth investing was beating value investing, and the 1 year turnaround where value completely dominated growth investing and made up the gap. From there, I outline an exercise that can help you think about setting goals for your retirement.  Setting goals can be tricky.  You don't want to live out someone else's goals.  So, I hope this visualization exercise helps you in getting started setting your retirement goals. Send your questions to [email protected]. Show notes will be up shortly on my blog at www.walhoutfinancial/retire-me Thanks for listening! Mark

Welcome to Episode 30 On today's episode, we evaluate whether owning big tech stocks is a good idea. From there, we discuss the uses of life insurance for retirees. Show notes will be up on my blog shortly at www.walhoutfinancial.ca/retire-me Thanks for tuning in! Mark  

Welcome to Episode 18 of Retire Me. On the podcast today: 1) An update on programs available to seniors 2) 6 steps that you can take with your employer to maximize COVID 19 benefits - An Article from Tim Cestnick 3) Key Questions for the Long Term Investor - Question 2 - Can I pick an actively-managed fund that survives and outperforms? Detailed notes and links will be on my blog shortly at www.walhoutfinancial.ca/retire-me Thanks for listening!

Hello, welcome to Retire Me episode 16! On today's show, we talk about the 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. Detailed show notes will be posted shortly to my blog at www.walhoutfinancial.ca/retire-me Thanks for listening!

Hello, and welcome to Episode 11 of Retire Me! On today's episode, we discuss: 1) Updates to the Canadian federal government's stimulus programs for employers and employees last week, Prime Minister Trudeau introduced changes to the stimulus package with the introduction of CERB he also introduced a wage subsidy program so small business owners can keep employees on payroll during the shutdown 2) Article from Christine Benz at Morningstar - Retirees and Pre-Retirees: You've Got This 3) Economic Indicators and the market - they don't always correlate perfectly Detailed Show Notes on my blog here:  https://walhoutfinancial.ca/retire-me-podcast/retire-me-episode-11-things-retirees-can-do-proactively-in-response-to-the-market-downturn Thanks for listening! Mark

Welcome to Episode 4 of Retire Me Today we talk about building a portfolio for retirement and touch on such topics as: why the portfolio you have before retirement as you are working and saving should look different than the one you bring into retirement the role of stocks and bonds in their portfolio the impact of volatility on your portfolio as you are saving and its impact when you are beginning to draw income from your portfolio why time and earning an income and having the ability to save are superpowers why you should increase you bond allocation as you approach retirement what is a reasonable asset allocation for retirees how to handle large one-time expenses in retirement The 4% withdrawal rule and it's usefulness going forward When you might be able to take less or more than 4% Why flexibility and constantly checking your retirement portfolio against your goals and needs is critical in retirement Resources mentioned in the podcast are on by blog at : https://walhoutfinancial.ca/insights/retire-me-episode-4-how-do-i-build-a-portfolio-for-retirement Thanks for listening!

Welcome to Efficient Markets! I'm making a special announcement on today's podcast.  After a lot of thought, I have decided to continue Efficient Markets as a video podcast on YouTube going forward. A few factors in my decision were: 1) the positive feedback on video from clients and friends 2) the desire to include more visual elements to the show 3) the desire to focus even more on evidence-based investing and factor investing topics in an easy-to-digest format Going forward, all episodes will be posted on my YouTube channel and my website under the "videos" tab. THANK YOU for listening to this show over the past 2 years.  I hope that you will follow me over to YouTube and that we can continue to engage there.   The link to my YouTube Channel is: https://www.youtube.com/channel/UCGGj7dvaIKjE-8tb-keQafA See you soon! Mark

Today we talk about what it means to co-sign on a child's mortgage. We look at the implications and the risks, and how to prepare if you decide to take this step. From there we look at a recent report from Dimensional Fund Advisors that looks at the relationship between government debt levels and stock returns. Detailed notes and links can be found on my blog at https://walhoutfinancial.ca/podcast Thanks for listening! Mark

On today's episode, I am going to spend some time talking about a topic that is on everyone's minds these days - Inflation. I am going to talk about the last time that we saw really high inflation in Canada, how various asset classes responded during those timeframes, what we can take away from that, and the things we can do to protect ourselves against the impact of inflation. Links and Resources can be found on my blog at https://walhoutfinancial.ca/podcast Thanks for listening! Mark

Welcome back to Efficient Markets! When asked how much people need saved up to have a comfortable retirement, the answer will often come back - $1 Million Dollars. I thought it would be fun to test this out. In this episode I break down what a $1M retirement looks like. I also run through some adjustments that can be made to boost retirement income. With our hypothetical couple, Jack and Jill, we find out how they can retire with $1M saved up.  Then, we work through some adjustments to make the plan work for them. I have detailed notes on my blog for this episode, so you can follow along - https://walhoutfinancial.ca/podcast/what-kind-of-retirement-can-i-expect-with-dollar1-million-dollars-saved-up Thank you for listening! Mark