At The Georgi/Barkley Group, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We take the time to gain a thorough understanding of your financial situation and provide you with the highest quality of information, services and products to help you reach your goals. The combination of our individual strengths and experiences enables us to fulfill our mission by remaining client-driven, client-focused and client-committed. Our clients are our business, and we work tirelessly to ensure your complete satisfaction.
With the NCAA® basketball tournaments upon us, you might be thinking about the colleges or universities the students in your life may someday attend. Check out the 2023 Tuition madness brackets, which feature the projected four-year tuition costs for each team in the tournament. Start saving for your education funding goals today.
Some new limitations will apply to retirement plans and other benefit plans in 2023 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2023.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.
At RBC Wealth Management, we believe goals matter. That’s why we’re very excited to announce our new partnership with Major League Soccer, where goals are extremely important. This league is the fastest-growing major sport in the United States and as an official partner, we’re delighted to be a trusted teammate.
Learn more about The Georgi/Barkley Group.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
June 1, 2023
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