Financial empowerment


Mission

I'm on a mission to help clients navigate the financial services industry effectively. I'm committed to educating clients about money and investments, helping to reduce money-anxiety and empowering clients to take control of their finances. My goal is to help clients to reach their financial goals and to achieve a sense of financial well-being and get the best deal possible from RBC and all of their financial service providers.

Vision

I work to help create financial security and peace of mind for individuals and their families. Many clients are worried about the volatility of the markets and the stability and safety of your investments. I will design customized portfolios which are balanced and diverse, while providing an appropriate level of income and growth for your family’s needs. I will also explain financial issues and my investment rationale in depth to help empower you and counteract the mystification and intimidation which is prevalent in this industry.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

Attend a workshop

Mr. Ball offers periodic workshops on socially conscious investing, and the emotional side of money and investments. If you are interested in a schedule of upcoming workshops or events please contact Jeff at 732-576-4634 or jeffrey.ball@rbc.com.

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Featured Blog:

Optimistic Portfolio Management in Scary Times

Although it’s clear that the coronavirus will impact the economy, history has shown that fear should not drive your investment strategy. Learn more.