Wealth Management Questions with Bill Richardson Part 15

Financial Questions for Bill Richardson Part 15

Question 1:  How did the portfolios that you manage perform in 2020? One advantage that I have over other advisors is that I manage two mutual funds, Willoughby and Northgate. Many clients hold positions in these funds and if not, the process I use for managing individual portfolios is very similar.  As client portfolios have many  Read more ➝

Wealth Management Questions with Bill Richardson Part 11

Three Questions for Bill Richardson Part 11

Question 1:  There is a Presidential election in a couple of weeks.  How is this going to affect my investments? This type of question fits into the predictions category and I will answer it as I usually answer predictions questions.  Making predictions for the short-term is not much more than guessing.  Who knew that last  Read more ➝

Three Questions for Bill Richardson Part 10

Question 1:  In a recent discussion, you mentioned that your approach is “multi-factor” whereas most ETFs are single factor.  Can you explain in more detail? Let’s start by looking at ETFs and one very good one in particular – BMO Low Volatility Canadian ETF (ZLB).  Their mandate is quite simple – identify Canada’s 100 largest  Read more ➝