As our client, we are committed to helping you achieve and maintain financial success. By understanding what is important to you, we take great care to provide comprehensive wealth planning services and customized investment strategies to help create and preserve your wealth. We aim to provide the highest standard of professionalism, integrity and advice to our clients, to serve as the ultimate resource for your personal, family and business needs.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The Seline, Rodriguez Wealth Management Group
November 9, 2022
Monthly Newsletter
Social Security At-a-glance
Stay or roll? Understanding your retirement distribution options
Time for a quality check
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.
Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.
