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At the Three Points Group, we are incredibly honored that Financial Advisor, Mike Geri, has received several prestigious industry awards. It is gratifying to have our team member recognized with industry awards because it means we are serving our clients well. We are very proud of Mike for receiving the following awards. Congratulations Mike!
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
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At RBC, we believe it’s our responsibility to foster positive social impacts within the communities where we live and work. Mike Geri is living that value through his support of Family Law CASA, a local organization that trains and guides volunteer advocates who work with children in King county that are involved with high-risk custody cases between their parents, or sometimes, other family members. Learn what this organization means to Mike by listening to a recent interview he had with Family Law CASA.
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.
May 10, 2022
Social Security: At a glance
July 10, 2023
May 27, 2022
Trusts: A wealth transfer strategy