The Paulson Holman Gatto Group at RBC Wealth Management

04/24/2026

Join us Tuesday, April 28th at 4:00 CT for "As the World Turns" — a timely market update with Lindsay Strickland. She'll break down what's driving market performance, the investing trends worth watching, and what to monitor as earnings season heats up.

Interested? Reach out to us at [email protected] or give us a call at 224-516-6843 to obtain the registration link.

For more details on our upcoming events, visit our team website: www.paulsonholmangatto.com/events

04/23/2026

Tom Paulson has been named to Forbes 2026 Best-in-State Wealth Advisors list. Our team is honored to celebrate this recognition, which reflects his dedication to helping clients navigate their financial futures with thoughtful guidance and a client-first approach.

The 2026 Forbes “Best-In-State Wealth Advisors” award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor’s best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

https://bit.ly/4cNaPzZ

02/23/2026

Dreaming of retiring at 65? Before you do, can you answer these 6 questions? From cash flow strategy to Social Security timing, here is a breakdown of what you need to know.

Daydreaming about retiring at 65? Use this checklist to see if you're ready.

06/26/2025

At RBC, we understand how important preserving family values and ensuring legacy is. Since education is a core value, RBC Echelon partners with one of the nation’s leading college preparatory consultants to offer guidance to position your children and grandchildren for success.

06/20/2025

Let the sun shine in! Happy first day of summer!

06/19/2025

Let freedom ring today as we celebrate Juneteenth and the end of slavery in the USA.

06/09/2025

If you're changing jobs or retiring, one of the most important decisions you may face is how to handle the money you've saved in your employer-sponsored retirement plans. When you leave your employer, you generally have four options for what to do. Each of these options has advantages and disadvantages and the one that is best depends upon your individual circumstances. You should consider features, such as investment options, fees and expenses, and services offered.

Navigate the complexities of IRA rollovers with our comprehensive guide. Learn about IRA rollover rules, the 401(k) to IRA rollover process, Roth IRA conversions, and the benefits of direct and indirect rollovers. Avoid penalties and common mistakes on IRA Rollovers

06/06/2025

It's RBC Canadian Open week! Good luck to and the whole field who are competing at TPC Osprey Valley. Who will you be cheering on?

05/11/2025

Happy Mother’s Day to all moms! Thank you for all you do each day.

05/09/2025

Thank you to all military spouses for the support you give to help protect our country.