Vice President - Financial Advisor
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.
When you think about estate planning, your children and grandchildren are probably the loved ones that initially come to mind. But for most people, the first step is usually transferring wealth from one spouse to another. I can help ensure your husband or wife lives comfortably for the remainder of his or her years before transferring the family legacy on to your heirs.
Learn more in our special report The Modern Couple's Guide to Legacy Planning and contact me today to learn how we can help.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.