Ottawa Business Journal
September 25, 2023.
Joelle Hall, Portfolio Manager, Wealth Advisor, Investment Advisor at Richardson Wealth, explains that people often overlook insurance and think of it as a necessary evil. But it can actually be a powerful tool for wealth building.
2023
Solving home bias when investing isn't simple, but there are strategies to overcome it
December 3, 2023 - Andrew Feindel writes that examining the psychology behind home bias may help position a portfolio for success.
2023
Know when to take a loss
November 23, 2023 - Joelle Hall writes that tax-loss selling can reduce tax paid on capital gains to trigger capital losses from non-registered investments.
2023
Real estate investing can diversify your portfolio, but it comes with warnings
November 16, 2023 - Neil Kumar writes that real estate adds a healthy dose of diversification to investment portfolios, but he underlines the need for…