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Aug 26 2020
Three Questions for Bill Richardson Part 7Question 1: I am approaching retirement and am wondering if I should be making changes to my portfolio to reflect my change in circumstances? It is always a great idea to do a complete analysis of your portfolio when you experience a major life change. Planning is a three-step process. 1. Where are you now? Read more ➝
Aug 19 2020
Three Questions for Bill Richardson Part 6Question 1: Many Canadians are complaining about the performance of their portfolios. They say they haven’t had good returns for a number of years now. What is the main problem that they are experiencing? I have examined a lot of portfolios presented to me when people approach me for a second opinion and there seems Read more ➝
Aug 5 2020
Three Questions for Bill Richardson Part 5Question 1: I hear people talking about fundamental and technical analysis relating to investing in stocks. Do you utilize these research methodologies, and which do you prefer? There are two main camps on the best way to track markets and select stocks. Some analysts prefer technical analysis, which focuses on studying stock charts to determine Read more ➝
Jul 15 2020
Three Questions for Bill Richardson Part 4Hello everyone. Hope all is well. Below is the most recent instalment of questions that I have received from clients and other investment advisors over the past couple weeks. Question 1: As you know, news coverage is still focusing on the Pandemic. We hear that the situation in the US is still pretty bad. What Read more ➝
Jun 24 2020Five Questions for Bill Richardson Part 31. When I watch the financial news, at the top of the list is the Toronto Stock Exchange performance. How closely do you track the TSX 60 or TSX Composite? This is a really interesting question for a number of reasons. They are similar but the TSX 60 is an index comprised of 60 stocks Read more ➝
Jun 10 2020Five Questions for Bill Richardson Part 2Hello everyone. Hope you are keeping well. Below is my second installment of Five Questions for Bill Richardson…questions that I have received over the past couple weeks from clients and advisors alike. Feel free to pass it on and give us a shout if you have any questions. Thanks, Bill Five Questions for Bill Read more ➝
Jun 2 2020Five Questions for Bill Richardson Part 1Hello everyone. Hope all is well. Throughout the week, I get questions from clients and from investment advisors from our firm that invest in the two portfolios I manage (Willoughby Investment Pool & Northgate Equity Strategy). The old adage is that if one person is asking a question, many others may be wondering the same Read more ➝
Mar 30 2020
Please join Danny Popescu, CEO of Harbourfront Wealth Management, as well as Bill Richardson and Travis Forman for a virtual COVID-19 Update.Dear Harbourfront Client, We would like to extend to you an exclusive invitation to a live webinar where Danny Popescu, CEO of Harbourfront Wealth Management as well as Portfolio Managers Bill Richardson (Willoughby Investment Pool and the Northgate Equity Strategy) and Travis Forman (Rockridge Private Debt & Real Estate Pool and the Forsyth Private Real Read more ➝
Mar 27 2020
Protecting Your Nest Egg In Volatile TimesBill Richardson, a portfolio manger for Harbourfront Wealth Management, shares insights concerning protecting your wealth during challenging times like the current Coronavirus pandemic.
Mar 10 2020
Bill Richardson’s March 9 2020 Note to ClientsHello everyone. Hope all is well. Today we are waking up to several historic events in the markets: Oil prices down over 22% from Friday (great for filling up at the pumps but not so good in the short run for the markets) US stock market futures down over 5% CND dollar is down 1.1% Read more ➝