The Gounaris Group at RBC Wealth Management

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The Gounaris Group at RBC Wealth Management Designing your ideal future, together. 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.

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.

09/10/2026

The Summer 2026 Investor’s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, we’ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. You’ll get it all in this quarter’s newsletter.

As your career and investments have evolved, your accounts may have changed too. Consolidating with RBC Wealth Managemen...
06/04/2026

As your career and investments have evolved, your accounts may have changed too. Consolidating with RBC Wealth Management gives you one clear view and one trusted advisor to help you stay in control of your financial future. Let’s talk.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and ...
04/08/2026

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and boost your financial future. Let’s talk.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4tF8HkK

If you’re 50 or older, you have the opportunity for catch-up IRA contributions. For 2025 you can contribute $8,000 and f...
03/11/2026

If you’re 50 or older, you have the opportunity for catch-up IRA contributions. For 2025 you can contribute $8,000 and for 2026 you can contribute $8,600. Contact me today.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4bo1TQN

Your IRA works best when contributions and investing go hand in hand.Let’s review your plan to evaluate if your money is...
02/11/2026

Your IRA works best when contributions and investing go hand in hand.
Let’s review your plan to evaluate if your money is positioned to grow over time.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4kw3OXL

Now is a great time to contribute to your traditional or Roth IRA. Every day counts toward securing your financial futur...
01/29/2026

Now is a great time to contribute to your traditional or Roth IRA. Every day counts toward securing your financial future.
Seize the opportunity to contribute for both 2025 and 2026. Let’s connect and make those contributions today or set up monthly payments.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4a1Vx8T

01/28/2026

In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations yo...
01/15/2026

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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1201 Wills Street, Suite 230
Baltimore, MD
21231

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+14104682734

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