Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Charitable giving for the greater good

Charitable giving for the greater good

 Dec 02, 2022 |Gerry Spessard

Charitable giving can be a powerful financial tool. Gerry Spessard discusses how contributing to the causes that matter most to you can also potentially lower your tax bill.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Categories

Archives

Disclosures

John Hershey III, NMLS # 1643762, Laura Herrera, NMLS # 1642749, Gerald Spessard, NMLS # 1639390, Catharine Weber, NMLS # 2479119, and Holden Hershey, NMLS # 2608025 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.

Read additional advisor disclosures.