Living Richer Wealth Management

05/15/2025

April was the most volatile month of the year so far, sparked by an aggressive tariff package that sent shockwaves through global markets.

Despite the headlines and potential economic stress, markets have shown remarkable resilience. Equity markets are already anticipating tariff negotiations to pave the way for a more stable environment into 2026.

In his latest video, Linsdell shares the expected effects of Liberation Day and tips for investors during this volatile period.

Read the full breakdown in our latest report here 👉 https://www.raymondjames.ca/commentary-and-insights/markets-investing/2025/05/05/insights-and-strategies

raymondjames.ca

05/14/2025

If you've been on social media in the last five years, you've likely noticed the rise of influencers recommending everything from consumer goods to handy subscriptions. Finfluencers, however, are newer to the scene and vary widely in qualifications, expertise, and bias.

Recently, the Alberta Securities Commission (ASC) reprimanded a prominent finfluencer for promoting investments while receiving undisclosed payments from these companies. With 35% of Canadian retail investors relying on finfluencer recommendations, as reported by the Ontario Securities Commission (OSC), this highlights the critical need for transparency in financial promotions.

Just as you wouldn't take legal advice from an influencer, be cautious of finfluencers offering investment advice without understanding your unique circumstances, lacking proper licensing, and failing to disclose conflicts of interest.

investmentexecutive.com

04/17/2025

When markets change, your focus shouldn't. Instead, stay the course and continue to work towards your long-term goals.

Feeling nervous about market fluctuations is normal. Ensure your portfolio remains aligned with your risk tolerance and make adjustments if necessary.

If you're feeling uncertain, we're here to offer a second opinion and help you stay on track.

04/16/2025

We’re not in a traditional rate cycle. We’re in a trust cycle—where confidence, not cuts, is the currency.

How are you adjusting in this new phase of volatility?

01/02/2025

Reilly, who will step down as CEO on Feb. 20, speaks with Barron’s Advisor about Raymond James’ growth and his biggest challenges as CEO

11/18/2024

To quote the article below, "Boring isn't sexy, it won't let you brag to your friend, but it does get the job done."
In other words, your investment portfolio should reflect your personal goals and benchmarks, and nobody else's.

advisorstream.com

11/13/2024

When it comes to investment risk, we're often our own worst enemy.
Taking the emotion out is difficult but necessary to your investment success.
A good financial advisor will keep you focused on your strategy, even during market ups and downs.

advisorstream.com

11/07/2024

If you know me, you know I love a good analogy, so the tale of the Tortoise and Hare as an example of smart investing is one that resonates.

Investing is a mix of long-term patience (the tortoise) and short-term action (the hare). Two fundamental principles make this clear: the power of time and the magic of compounding.

advisorstream.com

11/05/2024

True wealth is having the freedom to live the life you desire without worrying about money.

livingricherwealth.com

10/29/2024

Last week we hosted some of our US economic and market specialists for a webinar focused on the US election.

If you did not have a chance to join, you can view a recording here.

Some of the highlights include:

• Interest rate forecast
• Inflation outlook
• Stock markets year to date and going forward
• Comparison of the impact on the markets of the Republican and Democratic plans
• Potential for trade wars
• Best strategy for investors

raymondjames.ca

08/06/2024

Like the author of this article, I too, am a big fan of Roger Federer and recently watched his documentary, Federer: Twelve Final Days, which follows him from the time he announces his retirement until he plays his final match. We see how difficult it is for him to let go of what has been his identity for most of his life.
While most of us aren't top level athletes, we experience the same emotional losses when transitioning to a new phase of life.
In the case of retirement, it's important to consider what you are retiring to, instead of focusing on what you are retiring from.
And for those tennis fans out there, I highly recommend this documentary.

advisorstream.com

07/25/2024

A few years ago I bought a pizza 🍕 oven and embarked on the journey of becoming an amateur pizzaiolo. I expected a pretty short learning curve, but boy was I wrong! And while I’m still trying to perfect my pizza making, I’ve come to realize that learning to make pizza has a lot to teach us about investing.

Check out my blog post (link in bio) where I share the lessons that I’ve gleaned from my many failed and successful pies!