First Vice President - Financial Advisor, Consulting Group
RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.
Taxpayers now have an extra three months to file and pay their taxes. Because the date for filing federal income tax returns has been extended, the deadline for making contributions to your IRA for 2019 is also extended to July 15, 2020. Contact me to learn more.
At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.
The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact me if you have questions about your plans for retirement and the SECURE Act changes.
Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits: Receive documents sooner Streamline your recordkeeping Conserve natural resources Access your information anywhere To get started, sign in to your personal accounts in the upper left-hand corner of my site, and click on the Go Paperless! link in the In The Spotlight section of the homepage to get started. Please contact me if you have questions, or call 1-800-933-9946 for technical assistance.
January 15, 2020
May 4, 2020
October 6, 2017
A Strategy to Stay Focused
June 1, 2018
February 21, 2019
Insurance coverage: Four life stages you need to prepare for
While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.
The U.S. stock market seems to be a bit out of sync with the recovery paths for corporate earnings and the economy. The shadow cast by COVID-19 on profits and GDP growth could be longer than expected. We examine the paths back to normal for earnings and the economy, and the implications for equities. Read the full economic outlook in the latest edition of Global Insight.