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
Market Ethos - Path to normal
Author: Brett Gustafson
In this Ethos we dive into some of the higher frequency economic activity data which reveals the re-opening trend is rising. It also... Read more
Investor Strategy - Another great quarter to be an investor
Author: Connected Wealth
Q1 was a good quarter to be an investor, now what will the rest of 2021 hold? In this edition: Market recap – yields, value & margin... Read more
Valuations - Not As High As You Think
Author: Alexander Tjiang
This week is on valuations. Yes, the S&P 500 is trading above its 90th percentile in terms of historical valuations (data back to the... Read more
Waves of Money
Author: Alexander Tjiang
There is no question there are speculative waves of money moving around different markets and pushing prices these days. Case in point... Read more
Cyclical Yield
Author: Alexander Tjiang
With bond yields trending higher as the global economy continues its long road to recovery, we have revisited our dividend framework... Read more

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12 April 2021
The path to normal
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29 March 2021
Value continues its comeback
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April 2021
Investor Strategy: Another great quarter to be an investor
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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.

 

April 2020
Flipped Radical
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March 2020
Air Pocket
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February 2020
Markets catch a cold
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January 2020
2020 Outlook - Challenging
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Daily market commentary - The Launch Pad