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Dec 11 2023
Celebrating Vanessa’s 20 Years of Dedication and Professional GrowthHello everyone. I hope this email finds you well. Today, I am thrilled to share some exciting news with you all. Our esteemed Investment Advisor, Vanessa, is about to celebrate an incredible milestone of 20 years working in the financial services industry. Throughout her tenure, Vanessa has consistently demonstrated unwavering dedication, exceptional professionalism, and an Read more ➝
Nov 3 2023
When Will Interest Rates Stop Rising and What is the Impact on the Market?Hello everyone. I hope all is well. Here is the latest edition of 3 Questions for Bill Richardson. Question 1: When are interest rates going to stop rising? The timing of this question is interesting. When you look at interest rates, there are two major ways to view them. Most investors focus on short-term rates. Read more ➝
Sep 15 2023
Analyzing the Canadian Dollar’s Outlook: A Crucial Factor in Portfolio PerformanceHello everyone. Hope all is well. Here is the latest edition of 3 Questions for Bill Richardson. Question 1: As summer comes to a close, what is your view on the Canadian vs. US Dollar? We keep a pretty close eye on the Canadian Dollar as fluctuations vs. the US counterpart can have a big Read more ➝
Aug 15 2023
Everything you need to know about interest rates, GICs, and bond funds.Hello everyone. Hope all is well. Here is the next edition of 3 Questions for Bill Richardson. Question 1: Can we talk interest rates on this edition of 3 Questions for Bill? Sure thing. Interest rate movements have been crazy for the past two to three years and it has changed the way that people Read more ➝
Jul 13 2023
Analyzing the Financial Markets: Are we in a Bull or Bear Market?Hello everyone. Hope all is well. Here is the next edition of 3 Questions for Bill Richardson. Question 1: Financial markets have put investors on a roller coaster ride for the past few years. Are we now in a Bull or Bear Market? To answer this, let’s start with definitions (Source: Investopedia.com) “A bull market Read more ➝
Jun 15 2023
The State of Equity Markets in 2023Hello everyone. Hope all is well. Here is the next edition of 3 Questions for Bill Richardson. Question 1: Equity markets are off to a great start in 2023. What’s happening? Equity markets have taken us on a rollercoaster ride since COVID’s appearance in 2020. First, markets got rocked. Then, they recovered strongly. Then Read more ➝
May 11 2023
Risk vs Volatility vs TurbulenceHello everyone. Hope all is well. A standard practice utilized by financial advisors is the completion of a risk questionnaire to help determine the proper allocation of assets in a portfolio. The theory is that investors have a comfort zone for risk, and by utilizing tools like psychological assessments, an advisor can help an investor Read more ➝
Mar 15 2023
Financial Questions for Bill Richardson Part 27Hello everyone. Hope all is well. It’s been a while since I’ve sent out my “3 Questions” commentary to clients and advisors but I’ve been asked by a number of you to relaunch it again. Part of the challenge has been to come up with enough relevant content for the program so please keep your Read more ➝
Apr 22 2022
Financial Questions for Bill Richardson Part 26Hello everyone. Hope all is well. Here is the latest edition of 3 Questions for Bill Richardson. Q1: I like making money but am always frustrated when I must pay taxes. Over the past few years, my portfolio has performed very well and as I was preparing my income tax return, I noticed that I Read more ➝
Apr 6 2022Bill Richardson Featured in Wealth Professional Canada MagazineHello everyone. Hope all is well. Thought you might be interested that Bill was recently featured in the Wealth Professional Canada Magazine. He was asked for his thoughts on rising interest rates and inflation as well as what investors should do during these challenging times. Follow this link to read the article with Bill’s Read more ➝