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
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
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
Investor Strategy - Little Mania to Start 2021
Author: Alexander Tjiang
In this edition of Investor Strategy: Market recap – the roaring 20s, again FOMO alive & well Manic malaise 2021 good economy, bad... Read more

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22 February 2021
Valuations – Not as high as you think
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16 February 2021
Waves of money
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March 2021
Investor Strategy: The yields they are a-risin’
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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