March 2021

Market Ethos — Bonds still work

At the heart of why most investors hold bonds in their portfolio, either directly or through a fund/ETF, is diversification. It certainly isn’t cashflow anymore, given equities yield more than many bonds and equity dividends enjoy better tax treatment.

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Mapped: The greenest countries in the world

The world's growing focus on sustainability is a clear sign of the times. This infographic shows the 40 greenest countries in the world, mapped by region.

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Howard Marks: 2020 in review

The opening lines of Charles Dickens’s A Tale of Two Cities offer a fitting coda to 2020:

It was the best of times, it was the worst of times… it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair.

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Visualizing the history of pandemics

Throughout history, as humans spread across the world, infectious diseases have been a constant companion. Even in this modern era, outbreaks are nearly constant.
 
Here are some of history’s most deadly pandemics, from the Antonine Plague to COVID-19.

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Your Guide to 2020 Income Tax Reporting

As you prepare to file your 2020 income tax return, this brochure will assist you in understanding the tax forms you will receive from Richardson Wealth and provide you with expected mailing dates for each form.

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