We help create financial security and peace of mind for individuals and their families by providing a high level of service that meets and often exceeds their expectations. We are dedicated to helping our clients achieve all of their financial goals, whether it is retirement funding, college tuition, home purchasing, tax issues or estate planning.
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.
Read GI Monthly »
If you would like to receive regular e-mails from the Wick Investment Group containing security market reviews and updates, tax and statement mailing announcements, new legislation information, and educational materials on relative subjects (ex: 529 Plans, Social Security eligibility), please advise us in an e-mail. Please include your name and the e-mail addresses where you would like to receive these updates, and feel free to add family members, friends and other interested parties to our mailings.
These informative e-mails will not include account information or any other type of sensitive information regarding you or your accounts. Thank you for your response and cooperation on our new undertaking and we would appreciate hearing from you with your input, recommendations and ideas for future topics our newsletter and e-mail us!!!
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The Wick Investment Group
Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
June 15, 2023
Trend & cycle roadmap
April 18, 2023
Daily market view
June 1, 2023
Global insight weekly
May 26, 2022
RBC retirement income planning process
May 10, 2022
May 20, 2022
Fixed Income Ladders
Investment Access® Account
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity.