Hobgood Peatross Investment Group’s philosophy centers on trust. We are committed to remaining true to the long-term goals of all of our clients by structuring an optimal portfolio based on an individualized asset allocation model.
Our experience, knowledge and integrity offers our clients the opportunity to achieve their plans for the future while gaining peace of mind today.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.
For those who don’t need the extra income, there are several ways to strategically use your RMD funds.
