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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.

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Tax-smart charitable giving strategies you can use any time of year

 Nov 29, 2024 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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Four ways to pass down your family home to your children

 Nov 18, 2024 |RBC Wealth Management

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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Jason Lichtenstein, NMLS # 1288078, and Molly Philbin, NMLS # 2192576 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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