First Vice President - Financial Advisor, Consulting Group
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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I pride myself in listening carefully to my clients and responding with appropriate investment services. I believe that in the investment process, asset allocation is the most important step. Diversification among asset classes will help reduce risk. The allocation plan I provide to my clients is additional value that I add to their investment experience.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.
May 20, 2022
Plan sponsor fiduciary guide
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