- The Conversation has Changed
- My Philosophy of Goal Setting
- Fiscal Cliff – Not a merry Christmas in Washington D.C.
The conversation we are having with prospective new clients has changed; an indication perhaps that investor attitudes and the economic cycle have advanced to a new point.
Idealized goals are not very satisfying. There are always examples of others who are doing better than you. Measuring yourself against perfect is always a losing proposition…for all of us.
“Fiscal cliff”. Two words that Federal Reserve Chairman Ben Bernanke used to describe the tax increases and spending cuts that will automatically take effect in the United States at the end of the year. These are also two words that have been heavily overused by the media and two words that we hope we can forget completely come 2013.
One of the most trusted and respected names in Canadian financial services, the Richardsons’ proven history in wealth management includes Richardson Financial Group and Richardson Capital, as well as its past holdings in Richardson Partners Financial, Richardson Greenshields and Richardson Securities of Canada.
GMP Private Client’s strong reputation for superior service and wealth management expertise has complemented GMP Capital Inc.’s proven leadership in the Canadian capital markets. The GMP name reinforces a culture of innovation, energy and entrepreneurship at Richardson GMP. The result is a larger, stronger and more influential independent wealth management firm with offices nationwide.
Research by our consultants, CEG worldwide, www.cegworldwide.com found that 93% of wealthy families prefer to work with an advisor when managing their money. The overwhelming majority of successful investors share this view.
Financial advisors have a wide variety of designations, but none is as rigorously focused on investment knowledge as the Chartered Financial Analyst (CFA ®) designation.