Connected Wealth - A true partnership to achieve your investment goals.

Connected Wealth, Richardson Wealth’s asset management service, is all about strong relationships. Our advisors serve as expert guides, working in true partnership with clients to provide complete clarity about how and where their money is at work.

Transparent: It’s your money and you should know at all times what you own and how it is being managed. This means complete transparency, at all times, about how we manage your money down to the individual strategy and position.

Efficient: In wealth management, costs and taxes matter. Our blended approach minimizes costs by combining cost competitive active management and low cost passive strategies.

Connected: We believe working in partnership with clients and advisors helps deliver objective and quality advice on asset allocation, manager selection or portfolio management. Our Purposed Asset Allocation overlay enables investors to better connect their investment objectives and how their money is invested.

Latest Blog Posts
Investor Strategy - Our halftime report: a recap and a playbook
Author: Dolores Jandoc
If this investing year were a football game, the coach would be having a hard talk with the team at this halftime. Markets are beaten... Read more
Market Ethos - The good news and the bad news
Author: Dolores Jandoc
We, and just about anyone else penning market missives, have been referencing the coming economic slowdown. And it is literally what... Read more
Market Ethos - A challenging week for investors
Author: Dolores Jandoc
To borrow from Lenin, last week was one of those market weeks where it seems like there was a year’s worth of moves. As of the close... Read more
Market Ethos - Peak inflation? We’re not there yet.
Author: Dolores Jandoc
The biggest market-moving economic data, the U.S. Consumer Price Index (CPI), rose 1.0% in May, bringing the one-year tally to +8.6%... Read more
Investor Strategy - Passive or Active? Why not both?
Author: Dolores Jandoc
This month, after our lookback to May’s market activity, we will get into the debate between active and passive management. Or more... Read more

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Investor strategy 

 

A monthly publication designed to provide investors and advisors with a recommended roadmap on how to allocate investments in today's market to reach their long-term goals and manage risk.
 

Investor Strategy - Our halftime report: a recap and a playbook  - July 2022

If this investing year were a football game, the coach would be having a hard talk with the team at this halftime. Markets are beaten down, investors are generally having a very difficult time of it, and there has been no place to hide. In traditional allocation terms, what was supposed to protect us – sector diversification, different asset classes, global diversity – has mostly failed to protect so far this year.

Let’s dig in with a recap and try to figure out what the best plays for the back half of the year will be to try and steal victory from the jaws of defeat.

Click here for a copy of the report.

 

Investor Strategy - Passive or Active? Why not both? - June 2022

This month, after our lookback to May’s market activity, we will get into the debate between active and passive management. Or more appropriately, dispel that it should be a debate at all. The two styles are a good compliment to each other, when used properly and in the right sectors.  We will then have a look at current market dynamics, where good news might be bad news, and bad news good. Are we in opposite land? Maybe so.

Click here for a copy of the report.

 

Investor Strategy - Portfolio Construction, continued: Fixed Income - May 2022

This month, the nature of the downdraft in markets gives us a good opportunity to revisit the portfolio construction theme. While the markets deserve their splatter of pixels (which we give briefly in the market recap), we focus on the fixed income portion of the portfolio.

Given we are seeing the worst drawdown in bonds in decades, we will review why we own bonds, what value they add to a portfolio, and what factors go into selecting the portfolio components.

Click here for a copy of the report.
 

Investor Strategy - Volatility in the house - April 2022 

Click here for a copy of the report.

 

Portfolio Construction - March 2022

Click here for a copy of the report

 

Trend Reversals -  February 2022
Click here for a copy of the report

 

2021 Recap and 2022 Market Outlook - January 2022
Click here for a copy of RWL’s Investor Strategy


 

 



 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

Daily market commentary - The Launch Pad