Cedar Hill Wealth Management Group

Fostering trust and confidence

Bunching tax deductions

As we are nearing the start of the holiday season and the end of the year, we like to think about how we can help our community with time or money.  RBC has been a thought leader in not only how to engage with those in need, but also how to take a bite out of the tax bill.  For more information on bunching tax deductions, review the Bunching tax deductions to impact charitable giving factsheet and contact us with any questions. 

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

The next step

We welcome you to experience the Cedar Hill Wealth Management process. Please contact us to discuss your present sitiuation, discuss your retirment income planning, or review your current investment portfolio in more detail.