Vice President - Financial Advisor, Portfolio Director
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.
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.
After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too—and what that means for Treasury yields nearing 20-year highs.
