Let me help you grow more than wealth

My investment philosophy

The key to my investment philosophy is income. I believe in a balanced approach in building a portfolio. The fixed income component can be allocated to certificates of deposit, corporate bonds, or tax-free municipal bonds. The growth component is placed in quality blue chip dividend growth stocks of both U.S. and global companies. I believe companies that generate free cash flow after all expenses are in the best position to expand their business and increase their dividends. This portfolio construction permits clients to receive a steady flow of income and the potential for capital growth to keep up with today’s ever increasing expenses. In addition to providing balanced investment portfolios, I specialize in IRAs, retirement plans, gifting strategies, and financial plans.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

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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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.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2023
Fair Market Value Statement January 31 2023
1099 Tax Information Summary February 15, 2023
Income Summary (FYI Statement) February 28. 2023
REMIC Tax Information Summary March 15, 2023
1042-S April 1, 2023

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 17, 2023
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)
On or about April 7, 2023
5498 June 1, 2023
Revised 1099 Tax Information Summary
(tax years 2017-2021)
Monthly, beginning May 2023

Latest Insights

Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Sep 22, 2023 | Lindsay Strickland and Tylar Lunke

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

Read more