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The new Investor’s Edge includes tips to help support loved ones living with a disability, establish a trusted contact, prioritize your health, apply behavioral finance insight to your business strategy and transition away from your business with an ESOP. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf
Just spent two days in Austin, Texas, at a fantastic fixed income conference with the brilliant minds of RBC Fixed Income—talking inverted yield curves, duration, and credit quality for hours (yes, really). Learned so much that I can’t wait to bring back to my clients for a real edge in fixed income strategy! And because it’s Austin, I was reminded that navigating bond markets is a lot like swing dancing—timing is everything, knowing the right moves matters, and sometimes, the best opportunities come from a little unexpected improvisation. ?????? #FixedIncome #AustinVibes #YieldCurvesAndTwoSteps
Just spent two days in Austin, Texas, at a fantastic fixed income conference with the brilliant minds of RBC Fixed Income—talking inverted yield curves, duration, and credit quality for hours (yes, really). Learned so much that I can’t wait to bring back to my clients for a real edge in fixed income strategy! And because it’s Austin, I was reminded that navigating bond markets is a lot like swing dancing—timing is everything, knowing the right moves matters, and sometimes, the best opportunities come from a little unexpected improvisation. #FixedIncome #AustinVibes #YieldCurvesAndTwoSteps
In the first edition of Investor’s Edge for 2025, learn various tips on planning for the future for yourself, your loved ones and your business. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf
According to the Caregiver Action Network, 78% of adults who are getting long-term care at home rely solely on family and friends for their assistance. Reach out to learn more about preparing to provide support and make a difference in someone's life.
Last week I had the incredible opportunity to present a financial literacy course for teens in partnership with the Teen Advisory Board of the Montgomery County Public Library. It was an absolute pleasure to spend time with such bright, engaged young minds, diving into topics that will help them build a solid foundation for their financial futures. We covered a broad range of topics, including different types of investments (stocks, bonds, mutual funds), saving for retirement, insurance, credit scores, and even the difference between gross and net income. The teens were wonderfully attentive and asked insightful questions, demonstrating a genuine interest in understanding how to manage their money wisely. It was truly inspiring to see the next generation taking responsibility and equipping themselves with the knowledge they need to make smart financial decisions. Moments like these remind me why financial literacy is so important and why I’m passionate about sharing these lessons. A huge thank you to the Montgomery County Public Library and the Teen Advisory Board for hosting me—it was an honor to be part of such an impactful event! #FinancialLiteracy #TeensAndFinance #BuildingBrighterFutures #MontgomeryCountyPublicLibrary