The Great Falls Group at RBC Wealth Management

05/15/2026

A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.

05/13/2026

Still logging into multiple financial sites just to see where you stand?

That can change. RBC Total Wealth lets you securely connect to thousands of financial institutions, including your external 401(k), checking and credit card accounts, so everything is in one convenient place. This may be a great tool to help you determine your net worth.

Reach out today to start the discussion. I’d love to show you how this view can change your planning.

04/30/2026

College planning and estate planning don’t have to be separate conversations. With the right strategies, you can help fund education for the next generation while thoughtfully managing your estate. A Wealth Plan may serve as a great planning tool. Reach out to help find the right balance.

04/28/2026

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? Even small steps like encouraging kids to save part of their allowance can help build a strong financial foundation. Your children may even benefit from opening an investment account!

04/23/2026

The U.S. stock market’s resilience was on display after hitting an all-time high as Middle East crisis risks de-escalate. But inflation and economic growth headwinds shouldn’t be ignored, and we examine how the investment environment is taking shape.

The U.S. stock market’s resilience was on display after hitting an all-time high as Middle East crisis risks de-escalate. But inflation and economic growth headwinds shouldn’t be ignored, and we examine how the investment environment is taking sh

04/21/2026

It's a new era of wealth transfer with trillions set to pass to younger generations. Are you prepared? Many Americans haven’t talked about their intended legacy. Our wealth transfer guide can help you pass on family money and values with clarity. I would also encourage families to update their estate plans every three to five years.
https://bit.ly/4trjv6g

04/09/2026

Your legacy isn’t just what you pass down, it’s also the future you help build. You can help support your grandchild’s education with a college savings plan. Let's discuss.

04/07/2026

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

03/05/2026

Over $6.5 billion in investment losses were reported in the FBI Internet Crime Report 2024. Boost your knowledge during Fraud Prevention Month to help spot scam warning signs.

03/04/2026

Do you know where to find all your important family documents quickly in the event of an emergency? Our family inventory workbook can help you get organized so that all your asset, account, contact information, and wishes are in one convenient and secure place. You may also want to take pictures of items such as passports, drivers licenses, and other important documents. Take action today for peace of mind tomorrow.