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No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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thefamilyinventoryworkbook-b1bf05b2470c440c91a744d99f2d20ef.pdf

Do you know where to find all your important family documents quickly in the event of an emergency? Our family inventory workbook can help you get organized so that all your asset, account, contact information, and wishes are in one convenient and secure place. Take action today for peace of mind tomorrow. Prefer a hard copy? Message me and can forward.

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Did you know 32% of families use college savings plans as a way to pay for college? Education expenses evolve over time, but the advantage of starting earlier hasn’t changed. Savings plans start working now, well before the acceptance letters roll in. ??????’?? ?????????????? ???? ?? ?????? ???????? ?????? ?????????? ?? ???????? ?????? ???????????? ????????????????.

Women are investing at record rates, setting new standards in financial autonomy. We found that women are creating their own paths to wealth creation with millennials leading the charge. The success of millennials reflects higher educational levels and careers as business owners, executives and entrepreneurs, resulting in record wealth accumulation.

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

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Latest Insights

Repairing a pothole

U.S. fiscal policy potholes

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

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