The Montrealer
January 26, 2025.
Lynn MacNeil, Wealth Advisor at Richardson Wealth, shares why having a financial advisor is crucial despite DIY investors feeling like they’ve cracked the code for investing success.
Advisors act as a buffer against emotional decision-making, bringing experience, perspective and a structured approach to managing risk, rebalancing portfolios and aligning investments with long-term goals.
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Cents vs Sense: Considerations for Intergenerational Wealth Management
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Charting the course: Insights for aspiring wealth advisors
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