Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Please visit the "About us" tab to learn more about me. I work with successful entrepreneurs and intrapreneurs, helping them become successful investors through the wealth management process.
I actively support Food Bank of the Rockies and the RBC Wealth Management Colorado Scholarship Fund.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
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