Senior Vice President - Financial Advisor - Senior Consulting Group
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
Given today’s fast paced markets, I believe the best way to invest is to focus on long-term objectives but never to ignore short-term risks. Asset diversification can manage risk, but the old “buy and hold” adage is no longer the only prudent strategy. I recommend that clients review their risk tolerance to ensure they maintain a cash allocation that is appropriate for their own circumstances. We have ongoing conversations with clients to maintain appropriate exposure to multiple asset classes that can meet and exceed performance expectations. As times have changed, so have we.
Our group provides financial solutions to successful business owners and their families. We implement strategies to help reduce risk associated with concentrated stock exposure for executives of public companies. With over 20 years of experience in financial markets, we have seen several market cycles and that insight proves invaluable to clients in their planning and decision making.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly
August 26, 2024
Market week
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.