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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 - Second half off to a good start
Author: Dolores Jandoc
One would think with CPI rising, Fed going 75 bps, Bank of Canada raising by 100 bps and U.S. GDP posting a second consecutive quarter... Read more
Market Ethos - The future is bright for Japan
Author: Dolores Jandoc
The often-cited investment adage that stocks go up in the long run seems to apply just about everywhere except Japan. The Nikkei index... Read more
Market Ethos - Emerging markets – not now, but never say never
Author: Dolores Jandoc
Emerging markets (EM) have a very strong allure for inclusion into the international equity component of a portfolio. These markets... Read more
Market Ethos - Currency in the spotlight
Author: Dolores Jandoc
These are troubled times for the markets with equities down, yields up, inflation, lost luggage, and now recession grumblings. Yet... Read more
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

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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 - Second half off to a good start - August 2022

One would think with CPI rising, Fed going 75 bps, Bank of Canada raising by 100 bps and U.S. GDP posting a second consecutive quarter of negative growth that the recession chorus is growing louder and things sound dire. Yet markets have rallied this month, reinforcing the fact that the market’s starting point matters just as much as the news flow. After a terrible June, the S&P/TSX advanced 4.7%, S&P 500 9.2% and Nasdaq by 12.3% in July. Meanwhile, bond yields have dropped on recession fears. While many have complained of the positive correlation between equities and bonds this year, temporarily reducing the efficacy of portfolio construction, positive correlation is nice when everything goes up.

Click here for a copy of the report.
 

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

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


 

 



 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

Daily market commentary - The Launch Pad