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 - When will it end?
Author: Dolores Jandoc
Two big questions during this market drop - is it almost over and is there a recession coming? In this edition we share our views on... Read more
Market Ethos - On the Passage of Time
Author: Dolores Jandoc
Today we reflect on how slowly time passes when markets are in turmoil! Let’s turn away from emotion that can cause portfolio errors... Read more
Investor Strategy - Portfolio Construction, continued: Fixed Income
Author: Dolores Jandoc
This month, the nature of the downdraft in markets gives us a good opportunity to revisit the portfolio construction theme. While the... Read more
Market Ethos - Bonus Edition: Correction goes warp speed
Author: Dolores Jandoc
In this bonus edition of Ethos, we talk about how the Fed went from being the market’s bestie to that ex-friend who likes to run away... Read more
Market Ethos - The Loonie: It’s stronger than you think
Author: Dolores Jandoc
In this week’s Ethos, we look at the appreciation in both the US dollar (USD) and the Canadian loonie (CAD) along with increasing chatter... 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.
 

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 

In this month’s issue we take a pause from our portfolio construction theme.

There has been too much action in the markets to ignore. It is worth taking stock of where March has left us and what could be in store as we begin Q2 2022. With so much action in the geopolitical arena, piled on top of what was already an interesting confluence of inflation, shifting monetary policy, and a potential renewed wave of COVID, it really is time to make sure we understand our portfolio exposures.

Click here for a copy of the report.

 

Portfolio Construction - March 2022

While there is no shortage of activity in the world of markets and geopolitics, this month we focus on the act of portfolio construction. After a February market recap, in the first of a series on the subject, we start from the top down looking at how asset classes and sectors are put together to build a robust portfolio designed for everyday markets, as well as times when we are seeing lots of volatility like we are today.

Click here for a copy of the report

 

Trend Reversals -  February 2022
This month we are looking at the global markets and economy with an eye on some long-terms trends that may be on the verge of reversing. Whether equities, interest rates, economic trends or political leanings, we analyze whether or not we are witnessing some Titanic-like shifts that will certainly require some re-positioning and rebalancing of our portfolios.

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