The hidden risks behind DIY investing success

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.

Related articles

2025

Did you win some lotto money? Here are the first five things you should do

November 19, 2025 - Whether it’s $50,000 or $5 million, sudden windfalls of wealth bring both opportunity and risk, writes Ida Khajadourian.

1 minute read

2025

Giving back a key factor for women as their wealth rises

December 2, 2025 - The uptick of philanthropic giving by women reflects more than a financial trend – it signals a cultural shift. Charitable giving…

1 minute read

2025

A roadmap for engaging clients’ children and managing intergenerational wealth

November 17, 2025 - Susan O'Brien emphasizes the value of relationships and intergenerational planning for clients and their children while roadmapping for financial success.

1 minute read