Value statement

We work with successful individuals, families and businesses to tailor a plan that goes beyond investment portfolios. Our approach focuses on providing strategies to help our clients accumulate, protect and transfer wealth so they can pursue their life passions and time with family and friends.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Latest Insights

Rollercoaster

Equity market roller coaster: How is your stomach?

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

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Disclosures

Andrew Shermoen is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, VA, WA, WI. California Insurance License # 4460474.

Andrew Shermoen, NMLS # 1663698, Gregory Witt, NMLS # 1792485, Jess Troyak, NMLS # 1538503, and Curtis Carstens, NMLS # 1548853 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Gregory Witt is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, VA, WA, WI. California Insurance License # 4460477.

Michael Stellmaker is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, VA, WA, WI.

Jess Troyak is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. California Insurance License # 4454917.

Curtis Carstens is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, KS, MA, ME, MI, MN, MO, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI.