Market Ethos - March 5th, 2018 Published by Richardson Wealth Asset Management on Mar 05, 2018 Being Contrarian Being part of the herd certainly gives us comfort that we are all in it together. This mentality certainly carries over to the investment world but most of the great investors over the decades have been staunch contrarians. In this edition... Read more
Market Ethos - February 26th, 2018 Published by Richardson Wealth Asset Management on Feb 26, 2018 Cyclical Yield en vogue Correction followed by a good recovery, once again rewarding the ‘buy the dip’ strategy that has worked so well over the past few years. However beneath the surface there has been a significant divergence in performance between... Read more
Market Ethos - February 20th, 2018 Published by Richardson Wealth Asset Management on Feb 20, 2018 Expectations Are Inflating The U.S. Federal Reserve has a dual mandate of targeting 2% inflation and maximum employment. They are doing a great job of achieving their employment goal with only 4.1% of Americans looking for a job and not being able to... Read more
Market Ethos - February 9th, 2018 Published by Richardson Wealth Asset Management on Feb 13, 2018 The Bell Has Been Rung Last week we wrote a piece titled “Hey Equity Markets, Bond Yields Toll for Thee.” Well, bond yields tolled alright, and equity markets found their bell rung in terms of handling rising bond yields. The U.S. ten-year topped out... Read more
Market Ethos - February 5th, 2018 Published by Richardson Wealth Asset Management on Feb 05, 2018 Hey Equity Markets, Bond Yields toll for thee Well that accelerated quickly. Higher bond yields have sent global equities abruptly lower with more to come today. After so many years of unprecedented monetary policy and very low yields, the sensitivity... Read more
Market Ethos - January 29th, 2018 Published by Richardson Wealth Asset Management on Jan 29, 2018 Dollar will make you holler With the Canadian dollar trading at 81 cents, up almost 5% since mid December, we have devoted this week’s ethos to currency. Causes of the recent move, what could be next and what it means for your portfolio. Read more
Market Ethos - January 22nd, 2018 Published by Richardson Wealth Asset Management on Jan 22, 2018 Growth vs Value & Your Age Does your age influence what kind of investor you are? Depending on when you started investing appears to have an impact on your investment style, based on a large random sample of U.S. equity portfolio managers. Managers between... Read more
Richardson GMP Behavioural Checklist Published by Richardson Wealth Asset Management on Jan 16, 2018 RGMP Behavioural Checklist How to Use 1. Begin the Richardson GMP Behavioural checklist after you have finished your due diligence on the potential buy or sell of a stock, fund, strategy or asset allocation change. 2. Determine your Investor Type as this... Read more
Market Ethos - January 15th, 2018 Published by Richardson Wealth Asset Management on Jan 15, 2018 Managing Your Biases This week we share a number of behavioural biases that appear to be most prevalent when it comes to investing. Plus a link to the Richardson GMP Behavioural Checklist, a tool we have developed to help investors uncover if their investment... Read more
Market Ethos - January 8th, 2018 Published by Richardson Wealth Asset Management on Jan 09, 2018 Stars remain aligned Markets enjoyed a strong finish to 2017 which has clearly carried into 2018. In this Market Ethos provide an update on our Market Cycle indicators and some thoughts on how 2018 could unfold. Read more