We evaluate each client’s investment needs and create an asset allocation model that reflects the individual’s time horizon, risk profile and return expectations. We describe our approach this way “Trust is the key element in any successful advisor/client relationship. That’s why it is of utmost importance that we earn our client’s trust.”
At The Lynch Group we are very proud that financial advisor Michael Lynch was named one of 2018 Forbes/SHOOK State-by-State Top Wealth Advisors. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.
Congratulations, Michael!
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
If you're like many investors, preparing financially for a comfortable retirement is an important goal. However accumulating wealth is very different than "de-cumulating" wealth to create income. Whether you are already retired or retirement is a future dream, check out our retirement income planning fact sheet to learn what you need to know to enjoy financial security during retirement. Call us today to discuss how We can put the steps into action for you.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
Learn more about The Lynch Group.
November 2, 2017
Income + Growth Strategy
October 20, 2017
Variable Annuities
Interest rates will … fluctuate; your investment strategy shouldn’t
Stay or roll? Understanding your retirement distribution options
