
Risk vs Volatility vs Turbulence
Hello 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 ➝

Bill Richardson’s March 9 2020 Note to Clients
Hello 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 ➝