Our goal is to offer a successful investment experience for our clients. We have created a process based on our many years of experience to assist our clients in meeting their current and ultimate financial goals, including retirement, education expenses, estate planning and wealth transfer. The process begins by gaining an understanding of their financial position and future needs. We then outline reasonable performance expectation for the level of risk they are willing to take. Finally, we create a diversified portfolio that helps ensure they reach their financial goals. Throughout this process and, as unforeseen events of life play out, there are important reviews, necessary adjustments and exchanges of ideas.
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.
Revised 1099 Tax Information Summary
(tax year 2020 - revision 1)
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The LaCross Team
January 30, 2023
Market week
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Global Insight 2023 Outlook
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Investor's Edge
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401(K) Plan
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Cyber security - Strategies for staying safe online
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Daily market view
Consider these changes as you make adjustments to your retirement savings plans.
The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly.
