Celebrating Vanessa’s 20 Years of Dedication and Professional Growth
Hello 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 ➝
Financial Questions for Bill Richardson Part 27
Hello 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 ➝
Financial Questions for Bill Richardson Part 26
Hello 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 ➝
Financial Questions for Bill Richardson Part 25
Hello everyone. Hope all is well. Here is the latest edition of 3 Questions for Bill Richardson. 2022 is off to a rocky start. What is happening? If you focus on short-term swings in financial markets, you will probably ride the emotional rollercoaster, which will make it difficult to make sound, objective investment decisions. We Read more ➝
Financial Questions for Bill Richardson Part 24
Hello everyone. Hope all is well. Below is the latest version of 3 Questions for Bill based on questions and comments that I have received from clients and other advisors recently. Please let me know if you have any questions or comments. Question: Is it better to own individual stocks, mutual funds or ETFs? To Read more ➝
Financial Questions for Bill Richardson Part 23
Hello everyone. Hope all is well. Below is the latest version of 3 Questions for Bill based on questions and comments that I have received from clients and other advisors recently. Please let me know if you have any questions or comments. Question 1: We’ve had a very good run in stocks. How will we Read more ➝
Financial Questions for Bill Richardson Part 22
Good Morning. I actually only have two questions to tackle this month! Question 1: I have been reading about stock market cycles and I keep hearing about the “October Effect”. The markets had a rough few days in early September during which the S&P 500 dropped over 4%. Was this decline a signal that we Read more ➝
Financial Questions for Bill Richardson Part 21
Good Morning. North American stock markets have been very strong since 2020 COVID reaction. The S&P 500 is up over 100% since March 2020. With that magnitude of move, is it logical to assume that the market is overvalued? Numbers can be easily manipulated. Yes, the S&P 500 is up over 100% since its lows Read more ➝
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 ➝
Financial Questions for Bill Richardson Part 19
Question 1: I’ve noticed that Canadian stocks seem to be outperforming US stocks in 2021. Is this the start of a trend or just a short-term thing? You are absolutely correct. In 2021 (through June 10), the TSX 60 Index is up 16.98% and the S&P 500 in Canadian Dollars is up 7.32%. If we sort Read more ➝