Wealth Management Questions with Bill Richardson Part 20

Financial Questions for Bill Richardson Part 20

Good Morning.  Here is the latest edition of 3 Questions for Bill Richardson.  In this edition, we are going deeper on a single discussion. How do you evaluate stocks to determine which are good growth candidates? Choosing stocks is more a process of elimination than selection.  There are simply way too many companies to choose  Read more ➝

Wealth Management Questions with Bill Richardson Part 18

Financial Questions for Bill Richardson Part 18

Question: It seems to me that the past few years have been highly volatile and unpredictable.  How should an average investor learn to deal effectively with this volatility? This is such an important question, I thought I would answer it in 3 parts, rather than answering three questions. Let’s start with comparing owning your home  Read more ➝

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 ➝