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?? 33 Years of Compounding Together ??❤️ This week Rick and I will celebrate our anniversary - he doesn't know which one, so he simply says, "30 a lot" (give or take a few market cycles ??). Like any long-term investment, marriage rewards patience, consistency, and the ability to stick with it through the ups and downs. There’s been growth, a few corrections, and plenty of rebalancing along the way ?? Here’s to the power of time, trust, and teamwork — whether you’re building a portfolio or a partnership. Both require care, communication, and humor . ?? Cheers to the long game — in love and in life.
Last week I had the great pleasure of attending my friend Alan Gregerman’s book launch for The Wisdom of Ignorance. I grabbed a copy on the spot, dove right in, and I can’t wait to finish! Alan’s message is both simple and profound: curiosity, open-mindedness, and the willingness to admit we don’t know everything are not weaknesses—they’re strengths. In fact, acknowledging our “ignorance” can be liberating. It opens the door to fresh ideas, new solutions, and a deeper sense of collaboration. As a financial advisor, this really resonates with me. Every day we navigate uncertainty—markets shift, policies change, life takes unexpected turns. We rarely have perfect information. But what matters is approaching those unknowns with humility and curiosity, asking the right questions, and striving to find the best solutions possible. That mindset makes all the difference, both in finance and in life. Alan captures this beautifully in his book, and I’d encourage anyone—whether you’re in business, advising clients, leading teams, or just trying to make sense of the world—to pick up a copy. It’s a powerful reminder that admitting what we don’t know may be the most important first step toward growth and success. Congratulations, Alan—I’m so inspired by your work and thrilled to see it out in the world!
If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk. You have options, including competitive yields for your cash as part of your wealth plan. The annual deadline is December 31.
You are in a unique position to make a lasting impact with your philanthropic giving. At RBC Wealth Management, we’re committed to helping you achieve your goal of giving with intention. Ask me about the RBC Echelon partners that can help develop a philanthropic strategy to elevate your impact to the next level
There are many different approaches to saving, managing and growing wealth, and what's right for someone else may not be the best fit for you. Let's connect about the financial education resources we have designed exclusively for women. https://infonet.corp.isib.net/contents/MarketingPR/Brochures/68507.PDF
Optimizing your employer-sponsored retirement plans could change your financial future. Let’s discuss your benefits and build a retirement plan that aligns with your goals.