M&T Investment Group at RBC Wealth Management

04/08/2020

When should a business owner think about creating a succession plan?

Perhaps the real question is when should an owner think about creating a sustainable business? Once a business is truly sustainable, then it will be ready for sale.

https://bitly.com/2y2r2Sg

03/20/2020

In a time like this a lot is being asked of each of us. Even if it's in the smallest of actions let us serve one another with great love!

I hope you and your family are staying safe and healthy, please let me know how I can help.

03/18/2020

As the situation with coronavirus (COVID-19) continues to develop, these can be challenging and stressful times. The M&T Investment Group would like to extend an open invitation to be available for any questions.

If you’re looking for a guide or sounding board to discuss how to navigate the current economic and market conditions with your personal finances now is an opportunity to start that conversation.

858-550-5132
[email protected]
www.themtinvestmentgroup.com

03/16/2020

With COVID-19 officially a pandemic, markets have been thrown into turmoil. We discuss the current market situation in our latest Global Insight Weekly.

www.themtinvestmentgroup.com

During the global financial crisis, the federal government (and the Fed) took too long to recognize the need for stimulus and too long to deliver it. Learn how we expect fiscal and monetary authorities will act during the COVID-19 pandemic.

03/12/2020

What do you do when volatility spikes and uncertainty overwhelms?

It's moments like these we see the true value in having a well developed plan.

Please reach out: http://bitly.com/3cQxdbL

When it comes to financial planning during times of crisis, chances are you don't need to find a new strategy or way of doing things. What you need is this simple thing: Have a plan.

02/13/2020

Did you know?

The projected cost for health care and medical expenses in retirement for a healthy 65-year-old couple is $404,253, according to the 2017 Retirement Health Care Costs Data Report from HealthView Services.

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02/04/2020

Thank you to everyone who joined us this past Thursday to hear our fantastic panelist share their expertise on approaching the sale of a business!

A special thank you to Susan Snow of Redhorse who shared her experience selling a company!

www.themtinvestmentgroup.com/out-in-the-community

01/29/2020

We are excited for our next event tomorrow evening at AleSmith Brewing!

If interested in attending, we still have a few spots available.

Please visit: www.themtinvestmentgroup.com/out-in-the-community

01/24/2020

Come join myself and other USD alumni for the SD Gulls game & pre-game party at Bay City Brewing on 1/31! If the food, $2 beers at the game, nor the good people aren't reason enough to attend, I hear the sponsors are a great time...

RSVP:

01/16/2020

As a business owner what happens when it's time to step away?

Our panel will discuss what to consider while planning the exit from your business, whether that be to an outside group, your employees, or even family.

Casual and informative with beer, wine and food provided.

1/30 | AleSmith Brewing | 5:30 pm

For more information and to RSVP: www.themtinvestmentgroup.com/out-in-the-community

01/02/2020

Julia and I had a great time celebrating a western Christmas and the New Year in Arizona with our family and friends!

www.themtinvestmentgroup.com

12/09/2019

We had a great time delivering Christmas trees Saturday in support of The Gathering Youth Ministry's annual tree lot fundraiser! Thank you all who came out to support.

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