The stock-bond correlation: it’s not always simple

19 September 2022. Market Ethos. Instead of shooting for the stars, diversify your portfolio by style, geography and most importantly by asset class. The biggest component for most portfolios is asset class diversification, primarily the combination of equities/stocks and bonds.

Women and Wealth

Richardson Wealth is home to remarkably talented women across the company, from entry level to our most experienced professionals. Yet, women advisors are underrepresented in our firm and more broadly in our industry. Attracting and elevating women is a growth priority.

Black History Month matters

Black History Month reminds us of the need to learn more about the stories and important contributions of Black Canadians to the development of Canada.

Making ‘cents’ of currency uncertainty

12 September 2022. Market Ethos. In normal times, asset class volatility was a declining range from the most volatile equities, to bonds, and least volatile currencies. But with bond and currency historically high of late, the range has narrowed.

The benefits and drawbacks of individual and family RESPs

September 6, 2022 – When opting for a family RESP, “the key is allocating contributions to each beneficiary to ensure they maximize available grant money for each child.”

Alysha To, senior financial planner, tax and estate planning, speaks of choosing the right type of RESP.

Summer Sizzle Fizzle

September 2022. Investor Strategy. Markets bounced hard off the June bottom during summer trading that typically has less liquidity. then limped in mid-August.

Let’s talk about risk

29 August 2022. Market Ethos. In the past three years, investors in the TSX have experienced big swings, some of them blindly fast. We cannot imagine a more fertile backdrop to think about risk.