Financial Advisor - ABD
Your money or your life? Whether someone is retired or still actively working, there is very little doubt that managing our personal finances is not easy — it’s complicated and ever changing. Many people discover that managing their personal finances is much like having a second full-time job. In this situation, the quality of our lives can decline and we spend time in worry and stress.
My principal objective is to understand your particular financial structure and discover your specific lifestyle priorities. I then ask the all-important question: Will you have sufficient funds to meet all of your objectives?
I strive to create a highly detailed and comprehensive wealth plan that fully incorporates all the required needs and wants of an individual or family. The starting point for investing is not picking a stock or bond but rather developing a comprehensive investment solution that runs parallel to your very unique and personal life goals.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
Read more in Global Insight Monthly
With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact me today to discuss which option may be right for you.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.
U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.
A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.
Why saving for retirement should be a priority over paying for a child's education.
April 29, 2026
Investor's Edge
February 24, 2018
Medicare enrollment considerations
