We combine sophisticated planning tools with professional resources to provide customized solutions. The Shafer Fancher Group and RBC Wealth Management are dedicated to providing the highest level of service to our clients by offering detailed and timely reporting, insight, experience and counseling on investment and governance issues.
Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios. Read the full economic outlook in the latest edition of Global Insight.
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
May 17, 2019
Global Insight Weekly
October 30, 2017
Social Security: At a glance
May 13, 2019
January 5, 2018
Chris Shafer named to Financial Times Top 400 Financial Advisors
No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.