Tradition of integrity with a plan for the future


Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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I help my clients become better investors through ethical financial leadership, backed by the strength of RBC Wealth Management. I deliver relationships, expertise, solutions and service based on a tradition of integrity and with a plan for the future.


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

Jason and Melissa 

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Latest Insights

Narrow path

The “Great Narrowing”: S&P 500 concentration

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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