At The Mark/Berger Group, we believe every client has different needs and a unique story. Understanding and responding to those needs, while making your financial well-being our priority, is at the heart of all we do. Above all, we pride ourselves on our service. We put personal attention into building and managing a diversified portfolio fully customized to your circumstances, goals and feelings about risk.
We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.
We’re here for you
As COVID-19 continues to increase its impact, RBC Wealth Management is committed to protecting the health and safety of our employees, clients and communities. Accordingly, our physical branch office is closed until further notice to help stop the spread of the virus.
We remain reachable by phone or email and are ready to serve you. Additionally, we encourage you to access your account via RBC Wealth Management Online.
We apologize for any inconvenience this branch closure may cause. We remain committed to serving you during this period of uncertainty. Please contact us with any questions or concerns.
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
October 6, 2017
RBC Capital Markets' Strength in the Municipal Bond Market
October 20, 2017
Tax-Exempt Wealth Building With Zero Coupon Municipal Bonds
The Cost of Waiting – Bond Investments
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
December 17, 2018
The Perfect Storm