Special needs planning: Make sure your loved one with a disability has access to care and funding if something unexpected happens.
More than half of people surveyed have a will, but less than one-third have a full wealth transfer plan. While a will is a good first step, a comprehe
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RBC Wealth Management – U.S.
"Having a basic understanding of how money, investing and our broader financial system works is critical in our society today. Yet there is a growing realization, particularly in the wake of the last financial crisis, that many people don't understand budgeting, investing or how simple financial products like loans work.”View profile
Director of Portfolio Advisory Group — U.S. Equities
Portfolio Management - Investment Strategies
“We continue to suggest to our investors that they maintain their asset allocation to stocks; what is comfortable to them, what makes sense from a strategic standpoint for their allocation and there are reasons for that. Number one: We see no risk of U.S. recession. If we did, the view would be quite different.”View profile
U.S. Fixed Income Strategies
“As the Fed begins to raise rates at some point, the dollar will strengthen, and that is going to hurt a lot of these emerging market economies," said Bishop. "Longer term, there will be opportunities but we want to be patient now.”View profile