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Four strategies to prepare your portfolio for market volatility

Feb 15, 2024 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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

David C. Heide, NMLS # 1595082, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Heide Wealth Management Group

Phone: 708-364-2025
Toll-Free: 1-888-792-2272

David C. Heide, CFP®

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 708-364-2025

Daniel Jakuta, ChFC®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 708-364-2025

Jeff Neumann

Senior Vice President - Financial Advisor

Phone: 708-364-2021