Senior Vice President - Financial Advisor, Portfolio Director
From the beginning of our careers in the investment industry, we’ve made having the best interest of our clients in mind the cornerstone of our practice. Adhering to this basic fiduciary principle builds trust and leads to a solid working relationship with our clients, allowing us to function as a team. Understanding that investing is a long-term proposition, we focus on creating long-term plans and strategies to achieve our client’s financial goals. Then we find the most efficient path to meeting those goals. Throughout our relationship we use every opportunity to educate and inform our clients about our business. We believe clients who are better informed and more comfortable with investing ultimately have better experiences and better outcomes. Finally, we work closely with other professionals who are engaging our clients (accountants and CPAs) to ensure a unified effort and comprehensive strategy.
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
Read more in Global Insight Monthly
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The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.
