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.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized 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.
Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.
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Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
June 1, 2023
Global insight weekly