Scott Bern, Financial Advisor at RBC Wealth Management

03/07/2024

Are you financially ready for your retirement journey? Our recent survey shows most people feel the need for advice on income planning and tax strategies for retirement. Together, we can explore your options and create a tax-considerate plan that makes the most of your assets.

02/28/2024

Did you know there are just as many ways create social change with your dollars as there are to make change for it? Social justice investing is on the rise and RBC Wealth Management advisors can help with your responsible investing options.

02/26/2024

A new survey from RBC Wealth Management found that retiree worries have surged since 2018, and the worst bout of inflation in decades has not helped to calm those fears.

The world has changed since 2018, and that has left many retirees considerably more worried.

02/20/2024

Unlock opportunities to help provide stability to your portfolio with fixed income investments. Contact me to begin diversifying your portfolio.

02/14/2024

Did you know Valentine’s Day spending is expected to hit $25.9 billion? This Valentine’s Day make a date to discuss finances with your significant other. Financial compatibility is key to relationship longevity.

02/08/2024

While many once-in-a-lifetime adventures require travel to far-flung corners of the world, these adventure vacations in the U.S. are not for the faint of heart. Read more:

These four adventure vacations are not for the faint of heart.

02/01/2024

While 2023's market rebound is good news for investors, it could result in higher RMDs for 2024.

While 2023's market rebound is good news for investors, it could result in higher RMDs for 2024 — and, therefore, higher taxes.

02/01/2024

Did you know that housing costs are a significant expense for most people? Check your financial fitness—let’s connect and create a healthy budget to meet your financial goals.

01/30/2024

Did you know it’s never too early—or too late—to make a plan for retirement? January is a great time to connect with your financial advisor and examine your financial well-being.

01/29/2024

Looking for an idea to soothe your soul and bond with your loved ones in a new way? A winter getaway exploring nature while being pampered might be just the answer. Learn more:

These getaways combine exceptional hospitality with stunning natural beauty.

01/24/2024

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

01/16/2024

The new issue of Investor’s Edge just published. Learn about investment strategies for second homes, volatile markets, educational funding and adding transition investing to a portfolio.
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