Three big mistakes advisors make when integrating alternative assets into client portfolios

The Globe & Mail
May 27, 2024

Andrew Feindel, Portfolio Manager, Investment Advisor at Richardson Wealth, shares with the Globe and Mail the mistakes that advisors should look out for when integrating alternatives into traditional client portfolios.

“…the goal is to derive consistent income, as income growth. Volatility management is about protecting capital and making sure clients don’t lose money.”

*Globe Advisor subscription required.

Related articles

Market Ethos

Things used to be easier

January 13, 2024. Market Ethos. In simpler times, equities provided growth for portfolios. Bonds offered income, acting as a stabilizer during tough times. As markets…

1 minute read

Investor Strategy

Cheers to 2024!

January 6, 2024. Investor Strategy. Investors walked into 2024 a little apprehensive Despite those concerns, markets pushed ahead, with global equities delivering strong returns throughout…

1 minute read

2024

Is climate change putting the real estate component of financial plans at risk?

January 2, 2025 - Andrew Feindel discusses how climate change is threatening real estate – the largest component of many Canadians’ nest eggs.

1 minute read