Trust. Integrity. Focus. 

 

Our investment philosophy

Hobgood Peatross Investment Group’s philosophy centers on trust. We are committed to remaining true to the long-term goals of all of our clients by structuring an optimal portfolio based on an individualized asset allocation model.

Our mission

Our experience, knowledge and integrity offers our clients the opportunity to achieve their plans for the future while gaining peace of mind today.

 

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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

Image of the Hobgood Peatross Investment Group

Learn more about Hobgood Peatross Investment Group.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)		 On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)		 On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)		 Monthly, beginning May 2025

Latest Insights

Red, yellow, green

U.S. Recession Scorecard: Slow going

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

Read more
Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

A Hobgood IV is currently registered to conduct business with residents of the following states: AL, CT, DC, DE, FL, GA, ID, KY, MD, NC, NY, PA, SC, TN, VA.

Harrison Peatross is currently registered to conduct business with residents of the following states: AL, CT, DC, DE, FL, GA, ID, KY, MD, NC, NY, PA, SC, TN, VA.

Read additional advisor disclosures.