How establishing work-life balance can make for better advisors
April 16, 2024 – Maintaining work-life balance is particularly challenging for advisors, who feel motivated to serve clients all the time, writes Alexandra Horwood.
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The importance of asking ‘why’?
April 1, 2024. Investor Strategy. With Q1 2024 now behind us, we’re asking three key questions.
Why are we:
– positioned the way we are?
– moderate underweight equity and holding more cash?
– warming to emerging markets?
Can Boeing come back?
March 28, 2024 – Francis Sabourin, Portfolio Manager, Investment Advisor at Richardson Wealth, discusses what has contributed to Boeing’s current issues and why he thinks their stock could one day be a clever value play.
Women lead here: corporate Canada female leadership ranked
March 28, 2024 – At RF Capital Group / Richardson Wealth, our female YOY% of female executives has increased to 44%. We are proud to be listed in the Globe and Mail Women Lead Here fifth year for Report on Business magazine’s annual benchmark of gender diversity in corporate Canada.
Is your will up to date?
Creating a will isn’t a ‘set it and forget’ it document. Review your will once every five years, or whenever there’s a significant life development.
Has anyone seen my IPO?
March 25, 2024. Market Ethos. With equity markets strong, there is no shortage of people talking bubbles, but some key ingredients are missing to label it a major bubble; in particular, the IPO market.
Looking for a safer retirement income stream? Consider annuities
March 18, 2024 – Joelle Hall shares that higher interest rates have sparked a resurgence in annuities, offering a guaranteed stream of income particularly for people looking for financial security in their golden years.
Can you benefit from income splitting?
Despite the introduction of the Tax on Split Income (TOSI) rules in 2018, there are still ways for families to reallocate assets and related income, writes Joelle Hall.
Inflation: the long goodbye
March 18, 2024. Market Ethos. With 2024 well underway and equities up, should we be concerned that inflation doesn’t seem to be going quietly into the night?