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 - Brighest Before Sunset
Author: Brett Gustafson
It is not just valuations that are pointing to more muted market returns going forward. Earnings growth is slowing, monetary policy... Read more
Market Ethos - What's next?
Author: Brett Gustafson
Investing is all about trying to figure out what is likely going to happen next. While a daunting task, sometimes what happens next... Read more
Market Ethos - Delta dealt a blow to oil
Author: Brett Gustafson
Oil has been coming down as the delta variant spread cools demand expectations. Yet looking past this, the demand/supply balance does... Read more
Market Ethos - Peak Margins
Author: Brett Gustafson
Strong sales growth this past earnings season helped push profit margins higher, helping more than offset rising costs. As sales growth... Read more
Investor Strategy - S&P 500: 9 months, 9 record highs
Author: Brett Gustafson
In this month’s Investor Strategy: Market Recap – America powers ahead Market cycle & positioning Reminiscent of the Nifty 50 Canadian... Read more

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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