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.
Market Ethos
Tax loss selling: Not a lot on the naughty list
December 9, 2024. Market Ethos. It’s the time of year when people usually think about … tax loss selling. But this year is the opposite,…
Investor Strategy
Outlook 2025: Three in a row?
December 4, 2024. Investor Strategy. 2024 was great. As was 2023. Could we make it three in a row? Inflation fears have faded, recession risk…
Market Ethos
Gold lost its lustre?
November 25, 2024. Market Ethos. Gold has done well this year. However, following the election there was a steep drop in gold prices. We explain…