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Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Value Statement

The South Lake Union Investment Group acts as trusted financial advisors to individuals, families, and businesses to help them achieve their life dreams and financial goals.

Our role is to guide you through the entirety of your financial journey, whether it be a singular goal or a commitment that spans generations. We work with you to create a customized investment plan to meet your desired needs. The plan is developed on your dreams, goals, values and risk tolerance. We continually review your plan to ensure it is both accurate and relevant and recommend changes as needed.

By utilizing our combined 100 years of financial experience and RBC Wealth Management’s strength and breadth in financial services, you will find your relationship with us extends far beyond your portfolio.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management. We are able to assist with the following:

  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by
  • Plus, we offer a broad range of services to help individuals and business owners accomplish their financial goals

Proud to work with a nationally recognized teammate

At the South Lake Union Investment Group, we are very proud of Heather Reed. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Heather! 

  • Forbes Top Women Wealth Advisors Best-In-State award in 2025
  • Forbes Top Next-Gen Wealth Advisors Best-In-State award in 2024

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Meet our team

Learn more about South Lake Union Investment Group. 

Latest Insights

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Tackling the U.S.-China tariff tug of war

As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.

Read more

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Disclosures

The 2024 Forbes “Top Next-Gen Wealth Advisors Best-in-State” award was announced August 2024. Data as of 3/31/2024. Forbes/SHOOK considered advisors born in 1985 or later with a minimum 4 years’ experience. Ranking is based on telephone and in-person interviews, professional credentials, advisor’s compliance records, firm recognition, and assets under management. Investment performance was not considered; and this ranking is not indicative of future advisor performance or any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients.   For more information, visit www.SHOOKresearch.com.

The 2025 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2025. Data as of 9/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

Ed Haywood is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI.

David Moskovitz, NMLS # 2067981, and Heather Reed, NMLS # 2310678 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Ken Carter is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, HI, ID, IL, MD, MI, MN, MO, MT, NC, ND, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI.

David Moskovitz is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. California Insurance License # 0G40118.

Heather Reed is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. California Insurance License # 4454211.

Read additional advisor disclosures.