At Perissos Wealth Group, we are very proud that Financial Advisor's Garth Holbert and Michael Matta, have both been named a 2026 Forbes "Best-in-State Wealth Advisor." It's an honor to have not one but two teammates nationally recognized as one of the best in the industry- because it means we are serving our clients well. Congratulations Garth and Mike!
With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.
If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, depending on the year you were born you must take required minimum distributions (RMDs) to avoid tax penalties. Contact us today to learn more about your options.
At Perissos Wealth Group, we are very proud that Financial Advisor Michael Matta was named a Top Next-Gen Wealth Advisors Best-in-State in 2025. It's an honor to have a teammate nationally recognized as one of the best in the industry- because it means we are serving our clients well. Congratulations, Mike!
If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them.
Connect with us today to add a trusted contact person to your account.
To help our clients live an “abundant life” we are committed to these standards:
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about the Perissos Wealth Group to get a deeper insight into what we have to offer our clients.
Please read more about Perissos and each team member's take on their "abundant life" in their bios.
This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.
Women's unprecedented financial power is driving a fundamental shift in how wealth is created, spent and transferred.
UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.
June 1, 2023
Global Insight Weekly
October 30, 2024
Trend & cycle: The long view
May 7, 2025
Trend & cycle roadmap
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
Read more in Global Insight Monthly
Check out our Team’s latest Newsletter and share your feedback!
If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds to another child, to a niece/nephew or a grandchild. Or, see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact us to discuss your education savings options in more detail.
