Senior Vice President - Financial Advisor
I work with individuals, families, and businesses to deliver customized wealth management strategies to address my clients’ current and future financial goals, as well as plan for their family legacies.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
September 25, 2023
Market week
Fixed income interest rate market monitor
May 20, 2022
RBC Capital Markets’ strength in the municipal bond market