Welcome. Thank you for visiting my site.

My goal here is to provide useful wealth management information to all and a deeper understanding of my thinking, processes and services.

To help navigate efficiently note the topical tabs along the top to indicate where specific information can be found, including the following, with more to come:

  • About: My personal background, wealth management approach and a brief look at RBC Wealth Management
  • Wealth accumulation: Basics to consider and strategies to maximize accumulation
  • Retirement income: Deep dive into the details of living off your wealth in retirement
  • CNB: City National Bank is our banking arm offering personalized banking needs to individuals and business
  • Insights: The latest thinking and ideas from RBC, CNB and yours truly.
  • Connect: How to reach out to me whenever I can be of assistance

I hope you find this useful and welcome your comments, good or bad but hopefully never indifferent, at any time.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

What we are thinking

Attached is our latest piece reviewing what sectors do best in a rising rate environment. Dividend growers, technology and standard cyclicals like energy, finance and industrials are the winners.

The question is when will the market be in the clear from all the interim worries. Here is the fourth version of our thoughts as these worries continue to play out.


     Debt ceiling. Cooler heads usually prevail but look out if not.

     Supply chain disruptions. The extent of this is a serious unknown.

     Inflation. This is a longer horizon worry

    China. Bankruptcies, slowdowns, blackouts, muscle flexing but except for bankruptcy another longer term concern

Not Worries:

     Interest rates. Even a 10 year at 2% is way under the average of 5.97%

     A slowing Fed. They are moving cautiously not slamming on the brakes

    Growth stocks  – not growing because rates are climbing above 0?

We are proceeding cautiously with a careful eye on opportunities.

Let's start the conversation

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