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In conversation: Paying attention to the yield curve

The yield curve has reliably flagged the approach of U.S. recessions well in advance of their arrival. The next one is still some distance away, as the curve is probably a year or more from giving such an “early warning” signal. Read the full economic outlook in the latest edition of Global Insight. Read the full economic outlook in the latest edition of Global Insight.

 

My history

 

In 1979 my Dad took a job in the investment business. I was nine at the time and spent evenings and weekends with him at the office. In college my specific goal was to become an investment advisor. In 1992 my career began right here at RBC Wealth Management in Portland, OR. We since moved the family to Bend, OR and I have the opportunity to work in both the Portland and Bend offices traveling regularly between the two. I'm 48 now and have managed investments and relationships through the great boom of the 1990's and the ensuing declines of the internet and real estate bubbles. I absolutely love what I do and hope that my past experiences can add value to my clients over the next 25 years.


Value statement

  • Design and implement investment strategies for successful individuals, helping them achieve their financial goals.
  • Provide the highest quality service and guidance on a daily basis.
  • Customize a long-term plan for each client and then continuously manage, refine and retool the portfolio.
  • Offer substantial industry experience, and consistency at the same firm for over 23 years.

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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