The best returns are more than financial

Value statement

We provide comprehensive wealth management planning for high net-worth clients, serving individuals, trusts, and small businesses. We take an objective approach to portfolio management, tailoring each plan to meet our clients’ specific investment goals while enhancing and protecting wealth. We are committed to providing the highest standard of service and will work alongside CPAs and estate attorneys to be certain our clients’ best interests are being met.

Investment philosophy

We employ asset allocation to select stocks, fixed-income, and managed money to help achieve our client’s financial goals. Specific needs and risk tolerance are important to us; they are carefully weighed in relation to the overall market environment and the behavior of individual investments.

This Month In Market History

We are here to help you look forward and build your future.  In doing so, it's also important to know how we got to where we are today. Below you will find some interesting information that has shaped the landscape of the stock market over the years.  

  1. July 8, 1932 - The Dow Jones Industrial Average closes at 41.22, and has fallen 89.18% from its high of 381.17 on September 3rd 1929. Now at a level near where it began on May 26th 1896, the Great Depression’s collapse has erased 36 years of stock market gains. But there would be better times ahead. 41.22 would be the all-time low reached by the Dow, and it would never close lower – the bottom of the Great Depression is in.
  2. The longest period in which the exchange was closed occurred during WW1, when the NYSE was closed for four and a half months starting July 31st, 1914.

Proud to Be a National Award-Winning Advisor

At The Carmichael Group we are very proud that financial advisor, Robert Carmichael, is a recipient of the following prestigious awards:

  • 2018 Forbes/SHOOK State-by-State Top Wealth Advisors
  • 2019 Forbes/SHOOK Best-In-State Wealth Advisor

It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Robert!


Collision course?

With hardliners in the U.S. and Iran holding sway, the two longtime adversaries remain locked in a bellicose standoff. While a diplomatic off-ramp may emerge, we believe the crisis could unfold in a manner not yet fully appreciated by the oil market. Read the full economic outlook in the latest edition of Global Insight.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Let's take the next step together

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

Meet the team

Learn more about The Carmichael Group.


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