Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
With the NCAA basketball tournament officially upon us, you might be thinking about the colleges or universities the students in your life may someday attend. Check out the 2019 Tuition Brackets, which feature the current four-year tuition costs for each team in the tournament. With average tuition costs for this year’s first graders expected to be as much as $289,722 at a public out-of-state university and $375,485 at a private one by 2031, it’s more important than ever to start saving for your education-funding goals. Please contact me today for help investing in your children or grandchildren's education.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
I believe my clients are the CEOs of their lives and businesses and I serve as their personal CFO: co-fiduciaries working together to manage assets in a responsible and thoughtful way. When you work with me I serve as a single and fully accountable point of contact, providing access to my team of specialists and resources.
You can build wealth by aligning your decisions with your deepest values and highest expectations. A successful investment strategy originates and reflects your core beliefs and carefully balances that with your tolerance for risk. I can help you make the decisions that reflect your values and create wealth in a sustainable way. How do I do this? I recommend a strategic asset allocation that is a broadly diversified portfolio of stocks, bonds, cash and alternatives. I will add tactical managers as appropriate to help take advantage of the upside, yet still provide some protection on the downside. I believe diversification is an important risk mitigator, but over-diversification mutes returns. I do not chase hot stocks or managers, but instead wait for a pullback for a better risk/reward entry point. I use technical analysis to take the emotion out of investing and to help us make the decision of when to buy or sell. Lastly, I believe investing for the long term.
Is the European economic cycle fizzling out, or will it reassert itself? We look at what has caused Europe to veer off track and make the case that the economy will regain its long-term growth trajectory. Read the full economic outlook in the latest edition of Global Insight.
March 21, 2019
A college education (Tuition Madness NCAA Bracket)
Daily Market View
March 18, 2019
Fixed Income Interest Rate Market Monitor
March 15, 2019
Global Insight Weekly
March 11, 2019
Global Manager Research Monthly Index Update
March 7, 2019