Wartman Investment Team - RBC Wealth Management

Keith Sierra, CFP®, RMA®

First Vice President - Financial Advisor

262-395-1111 262-622-8623

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Helping you grow more than wealth

Global Insight Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

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Latest Insights

A resilient rally for U.S. equities, but economic headwinds persist

The U.S. stock market’s resilience was on display after hitting an all-time high as Middle East crisis risks de-escalate. But inflation and economic growth headwinds shouldn’t be ignored, and we examine how the investment environment is taking sh

2025/2026 dollar limitations for retirement plans

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