Investment needs are as unique as signatures

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Welcome

On our website, you will find an array of investment tools and resources. We have a market commentary on the economy, bond and stock market. Click on the market commentary tab to view the report.  

Bond resources

Bond Basics
Cost of Waiting-Municipal Bonds

Charitable giving

As long time residents of the San Diego area we are committed to the communities we serve and it's charitable organization. We encourage their support and to this end highlight the following reports.

Charitable Giving - Support a Worthy Cause While Lowering your Tax Bill-A Win-Win Situation
Is a Charitable Trust Right for You? - Why Establish A Charitable Trust
Donor Advised Fund and Private Foundation - A Charitable Giving Comparison

Value statement

I Stress the Individual -
An individual’s investment needs are as unique as an individual’s signature. My primary objective is the preservation of your capital.  The hallmark of my services is the flexibility and customization to meet each client's specific goals according to one's risk parameters.
 
I would rather risk losing a client, than losing a client's money.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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