First Vice President - Financial Advisor, Consulting Group
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.
As your financial advisor, I am here for you; to use my experience, knowledge, and the resources of RBC Wealth Management to;
You’ve worked hard, you’ve been successful. Now it’s time to turn your savings into investments that will work for you.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
November 4, 2017
The Donor Advised Fund