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.
We are very proud to help support paws4vets, a program that trains assistance dogs for wounded veterans and active-duty service members. Each of our locations in the Dallas area Our branch is sponsoring a veteran/assistance dog team, helping transform the lives of veterans and their families. Please visit the paws4vets program website to learn more or contribute to this organization.
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. We 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 us today to learn how we can help.
With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact us today to discuss which option may be right for you.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
January 25, 2019
Market Cycle Quilts
May 13, 2019
Learn more about The Evergreen Group.
On December 31st, 2017 I will be retiring from my position with the Evergreen Group at RBC Wealth Management. Natalie and I are excited to embark on the next phase of our lives and feel like the time is right to make this transition.
I want to sincerely thank you for the trust you have placed in me and our team over the years. I personally consider it an honor to have worked with you and been a part of your journey to accomplish your financial objectives.
I also want to thank my partners, and Karen and Bonnie, our registered associates. They have done a great job helping me plan and execute this transition making the changes seamless for our clients. I have spent the past several months bringing them up to speed on relationships where I am the primary point of contact. They have been a great group to work with and I can assure you they will continue to work on your behalf in a manner that meets the level of excellence to which you are accustomed.
Finally, I want to thank RBC Wealth Management. They are the right firm at the right time for our clients and for the Evergreen Group to continue building on our clients’ past successes toward a bright future.
Natalie and I are thankful for your friendship and trust, and we look forward to a blessed retirement.
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