Tom Brockley, Financial Advisor at RBC Wealth Management

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Tom Brockley, Financial Advisor at RBC Wealth Management I help create financial security and peace of mind for individuals and their families.

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We ex...
10/16/2026

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the m...
10/15/2026

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

10/15/2026

A great caddie does not play the shot. They help the player focus on what matters most, block out the noise and trust the plan. At RBC Wealth Management, that is exactly what we do for our clients every single day.

RBC ambassador Shane Lowry captures the power of that kind of partnership better than anyone. Watch and see why the caddie-player relationship is one of the best analogies for what great advice looks like.

Misunderstandings among family members and a lack of planning can lead to confusion for those who inherit wealth.The sol...
10/10/2026

Misunderstandings among family members and a lack of planning can lead to confusion for those who inherit wealth.

The solution? Start the conversation now.

From reviewing your will and trust agreements to establishing governance structures and succession plans, I can help you accurately plan for and present your plan while assisting your family’s preparation.

Let’s set a time to plan for and host your family meeting.

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should...
10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolio’s roster and make sure you’re positioned for a winning season.

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distrib...
10/08/2026

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

10/08/2026

Scammers are tapping into artificial intelligence and it's making their tricks harder to spot. The FBI reports that $893 million was stolen from Americans in complaints tied to AI. The good news? A little awareness goes a long way. Here are some simple, practical steps you can take to stay one step ahead

Shared values, philanthropic coals and estate plans all for the next generation. These are key topics to share with your...
10/07/2026

Shared values, philanthropic coals and estate plans all for the next generation. These are key topics to share with your loved ones during family legacy meetings.

Your family meeting agenda isn't dictated. It's designed around your values and purpose.

I can share insights and practical frameworks to help make your conversations not just productive, but transformative.

Your ideas of family unity happen here.

How families are turning to donor-advised funds to support their long-term charitable giving goals.
10/06/2026

How families are turning to donor-advised funds to support their long-term charitable giving goals.

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy...
10/05/2026

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.

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455 Patroon Creek Boulevard Suite 200
Albany, NY
12206

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+15184321455

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