Vice President - Financial Advisor, Consulting Group
At RBC Wealth Management, John's mission is to make a difference in the financial lives of his clients and their families. He also works with businesses by providing retirement plan services that are successful for the business, as well as the employees.
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.
If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.
February 4, 2020
Quarterly Economic and Market Update
October 6, 2017
RBC Wealth Management Investment Consulting Process
October 20, 2017
Social Security fundamentals
Safeguarding Your Financial Information