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Broken forever?

Barron's article regarding money-market funds. Read Article

Marina Galli named to Forbes "Top Women Wealth Advisors Best-In-State" list in 2025

We are pleased to announce that Marina Galli was named to the Forbes "Top Women Wealth Advisors Best-In-State" list.

Marina Galli named to Advisor Hub - Advisors to Watch list in 2022 & 2023

We are pleased to announce that Marina Galli was named an Advisor to Watch by Advisor Hub. 

Marina Galli earns Accredited Wealth Manager designation

We are pleased to announce that Marina Galli has earned the designation of Accredited Wealth Manager (AWM).  View Press Release

Value statement

We manage taxable and tax-exempt short-term bond portfolios that are customized to meet specific investment objectives. We help our clients clarify and define their risk parameters. When building each custom portfolio, our team incorporates the clients’ cash flow needs and objectives. Our clients include public companies, private companies, foundations, and high net worth individuals.

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.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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