Senior Vice President - Branch Director - Senior Portfolio Manager - Portfolio Focus
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.
My equity strategy centers around buying high quality companies with a solid long-term outlook, when short-term conditions, either market related or company specific, create an attractive entry price. I believe that income is an important aspect of total return and therefore seek stocks with an attractive dividend profile and utilize covered call writing to manufacture additional return. My fixed income strategy focuses on a core high quality bond ladder, which may include municipal bonds, CD’s or corporate bonds. I will often supplement this portfolio with funds that invest in high yield corporate or foreign bonds, to provide yield enhancement and diversification to the bond portfolio.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
August 13, 2018
Municipal Market Insight
October 26, 2017
Social Security At-a-glance
Safeguarding Assets for the Elderly
June 1, 2018
September 19, 2019
Daily Market View
October 20, 2017
Retirement Plan Solutions