Navigating the intersection of family & finances

A framework for success

We help clients and their families achieve their goals and have confidence in their decisions by using our SMART Process (Straightforward, Multigenerational Advice that's Reliable and Trusted).  Our team serves as a resource to address all of our clients' financial concerns, reduce stress, and nurture peace of mind.

Introducing 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—–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.

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.

 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Goldman Monroe Team

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Latest Insights

Fixed income market brief: Do central banks have a vaccine?

Feb 28, 2020 | Thomas Garretson, CFA

When bouts of economic fear take root, markets typically look to central banks for a panacea. But amid the coronavirus uncertainty, do central banks even have the right medicine?

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Latest Insights

Equity market brief: Under pressure

Feb 28, 2020 | Jim Allworth

Concerns about coronavirus and politics have sent shockwaves of volatility through markets. Clarity is unlikely in the near term, but if the U.S. economy can avoid a recession in 2020 we expect stock markets to advance by year's end.

Read more