The Wallace Group at RBC Wealth Management

05/06/2026

Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.

Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.

05/05/2026

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.

Cinco de Mayo reminds us of the strength that comes from heritage, family and the courage to build something meaningful.

Whether you're honoring tradition or creating new memories, here's to the vibrant spirit that makes our communities stronger.

05/01/2026

Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact.

04/29/2026

I’m excited to share that RBC Wealth Management is an official sponsor of The Soccer Tournament (TST) again this year.

This year’s tourney is May 27 to June 1 and includes women’s, men’s and now coed soccer teams vying for a $1 million prize in each category!

TST showcases world-class talent and continues to support the expansion of women's soccer.

So excited for this fast-paced, 7 vs. 7 play on the pitch in Cary, North Carolina.
https://bit.ly/48xg9WZ

03/20/2026

Do you know the two foundational wealth planning principles for young investors? Find out in the
Investor’s Edge newsletter for fall 2025.

Do you know the two foundational wealth planning principles for young investors? Find out in the Investor’s edge newsletter for fall 2025.

03/18/2026

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.

03/16/2026

Did you know that market downturns may be a good time to position your wealth for the future? A solid plan can help set you up for success, while trying to time the market may fail. Talk to me to find out more.

03/13/2026

A historic $124 trillion is about to change hands, are you and your heirs ready? The key isn't complex financial structures, it's early conversations about family values and documenting critical information for your loved ones. Start today for future harmony.

Insights into giving and inheriting wealth across generations.

03/11/2026

12/08/2025

Wealth isn't just what you leave behind, it's part of the legacy you pass on.

A well-designed wealth transfer plan helps protect assets, strengthen family bonds and pass your values on for multiple generations.

Contact me to learn about RBC Echelon, and we can help you and your family communicate and prepare for the future.