Honored to be an award recipient

I am very proud to be recognized as one AdvisorHub's Advisors to Watch in 2022 and a Forbes Best-In-State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

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Bill Herf, CFP®

Bill Herf, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

480-609-4922
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Nicole Wadlington

Senior Investment Associate

480-609-4912

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On International Women’s Day, we celebrate the women driving change and making an impact in many professions, from business to the arts to sports. Learn about the positive momentum for investing in women’s sports in this recent RBC article. https://www.rbcwealthmanagement.com/en-us/insights/report-explores-opportunities-for-investors-in-womens-sports?utm_medium=organic-social&utm_source=heresay-social-platform&utm_campaign=research-and-insights&utm_id=102c17d4709379c1935ef1824d979422

Did you know nearly half of primary household earners are women? Women wield incredible economic power and are inclined to use it for good; two-thirds believe they can address social issues through impact investing according to a survey sponsored by RBC Wealth Management.

FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.

Trump to Tariffs: How Retirees Can Manage Market Turmoil

Market swings and economic uncertainty can be challenging for retirees, but maintaining a long-term perspective is key. Michael Schuette of RBC Wealth Management emphasizes the importance of sticking to a well-structured investment plan rather than making reactive moves based on short-term market fluctuations. Read more about his thoughts about managing market uncertainty in retirement in Kiplinger. #RetirementPlanning #WealthManagement

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Market Updates

Global Insight U.S. Recession Scorecard

August 8, 2024 - RBC Wealth Management

Global Insight U.S. Recession Scorecard

Read more (US Recession Scorecard)