Eric Shadoff

Nationally Recognized Award

I am incredibly proud and grateful to have been named to the 2025 and 2026 Forbes Top Next-Gen Wealth Advisors Best-In-State list in the U.S. I owe it all to my amazing clients. Thank you for your continued trust and support.

<p>The 2025 Forbes “Top Next-Gen Wealth Advisors Best-in-State” award was announced August 2025. Data as of 3/31/2025. Forbes/SHOOK considered advisors born in 1985 or later with a minimum 4 years’ experience. Ranking is based on telephone and in-person interviews, professional credentials, advisor’s compliance records, firm recognition, and assets under management. Investment performance was not considered; and this ranking is not indicative of future advisor performance or any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients.   For more information, visit www.SHOOKresearch.com.</p>

<p>The 2026 Forbes “Top Next-Gen Wealth Advisors Best-in-State” award was announced August 2026. Data as of 3/31/2026. Forbes/SHOOK considered advisors born in 1987 or later with a minimum 4 years’ experience. Ranking is based on telephone and in-person interviews, professional credentials, advisor’s compliance records, firm recognition, and assets under management. Investment performance was not considered; and this ranking is not indicative of future advisor performance or any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information, visit www.SHOOKresearch.com. </p>

Global Insight Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting "Sign in" above to log into your accounts and then choose "Add External Accounts". It’s a simple and secure way to keep your financial life connected to your everyday life.

Taking the next step

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. To set up a consultation, please contact me.

Bulletin Board

December 5, 2017

Cryptocurrency and blockchain: Ready for prime time?
May 10, 2022

Social Security: At a glance
September 14, 2026

Market week
October 30, 2024

Trend & cycle: The long view
November 20, 2025

2025/2026 dollar limitations for retirement plans

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