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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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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9 Ways For Boomers And Gen-Xers To Test-Drive Their Retirement Plans

The leading edge of Generation-X and the youngest Baby Boomers are staring down a short road toward retirement. Some are starting to hear tales from those who have crossed over to the other side and wondering how they will hack life after work.

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15 Most Breathtaking Places to Visit in the World In Your Lifetime!

These breathtaking destinations showcase the incredible diversity and beauty our world has to offer.

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It shouldn't be hard to talk about money. Contact me for financial education resources about talking finances and wealth planning with your loved ones.

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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

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Fed rate cuts on the horizon

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide