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Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.

 

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Value statement

My business provides a unique process of organizing the complex financial decisions and documents that are part of the planning process for successful individuals and families to achieve their goals. I also work extensively with credit unions, nonprofits, foundations, endowments, municipalities and Taft-Hartley plans in order to provide the guidance necessary for their investment committees to make prudent decisions in these uncertain times.


Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Big Tech is driving the market’s gains: What it means

Aug 06, 2020 | Kelly Bogdanova

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

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