Senior Vice President - Financial Advisor, Senior Consulting Group
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.
Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios. Read the full economic outlook in the latest edition of Global Insight.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation.
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
October 30, 2017
Social Security: At a glance
October 6, 2017
The Benefit of a Primary Advisor Relationship
June 1, 2018