At The Vesta Group, we are very proud that Financial Advisor Kimberly Shappee was named a Forbes Top Women Wealth Advisor in 2022, 2023 and 2024, and a Forbes Top Next Gen Wealth Advisor in 2022 and 2023. 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, Kimberly!
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
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