My Team
Timothy Pippet
Senior Vice President - Financial AdvisorMatthew Salvitti, CEPA®
Senior Vice President - Financial AdvisorJohn Convery
Client AssociateLet's start the conversation
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Could not have said it better myself...I hope everyone had an outstanding Memorial Day, honoring all those that have served our country so we can live free, "happy, and kind"...
Last year, someone "washed" a check we placed in the mailbox...EXTREMELY disruptive! I had to setup and re-connect dozens of accounts, which took more years off my life than my kids do. Now I only use Bill Pay to issue checks via our online portal - lifesaver. Be on alert to avoid financial fraud, especially imposter scams, which are the most common type reported. At RBC Wealth Management, we’re here to help. See our fraud and scam recovery guide and connect with me to learn more. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf
Did you just pay a big tax bill this year? Interested in tax-advantaged investments? Bond yields are more attractive than they've been in several years - in some cases touching double digits. Not bad for an asset class with a historical default rate of 0.1%. RBC Capital Markets is a leader in the issuance of municipal bonds which provide diversified investments and tax advantages to high-net-worth and ultra-high-net-worth individuals. We create custom portfolios which have a handful of benefits over the use of mutual funds and ETFs. Give us a shout to learn more: https://us.rbcwealthmanagement.com/spwealthteam/home