Vice President - Financial Advisor
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
July 10, 2023
Investor's Edge
