Vice President - Financial Advisor, Advanced Wealth Manager
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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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.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
July 10, 2023