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.
2025
For young investors looking for bond exposure, it’s best to keep it simple: experts
April 8, 2025 - Diana Orlic explains that her first step with younger clients is to educate them about the bond market and the role…
2025
Finding a Trustworthy Financial Advisor: What You Need to Know
April 7, 2025 - Lynn MacNeil shares what credentials to look for from independent advisors in all stages of your wealth management.
2025
Understanding the psychology of investing matters more than ever
April 2, 2025 - Tim Conlin explores how understanding the psychology of investing can help investors resist emotional reactions and stay focused on long-term goals.