Michael Gergen, Financial Advisor at RBC Wealth Management

08/29/2023

Jordan's 2010 investment in the Charlotte Hornets grew exponentially by the time he sold his stake in the team, vastly contributing to his estimated net worth of $3.5 billion.

The National Basketball Association legend sold his stake in the Charlotte Hornets this month.

08/21/2023

We examine the post-pandemic challenges facing the commercial office space market, and the potential economic impacts of recent trends

We examine the post-pandemic challenges facing the commercial office space market, and the potential economic impacts of recent trends.

08/14/2023

In a dynamic geopolitical landscape, an allocation to international developed-market equities can benefit portfolios over the long term.

08/07/2023

Your cash can work for you. Earn up to 5.39% APY with qualifying cash held in your eligible RBC Wealth Management account. Contact me today to learn more.

Terms and conditions: https://bit.ly/3YsqflJ

07/24/2023

Manage your cash strategically. We offer up to $5 million in FDIC coverage in aggregate per account with our RBC Insured Deposits program. Contact me to learn more.

07/18/2023

Janet Engels and Tylar Lunke take stock of where things stand, and discuss the key catalysts for markets for the rest of the year and beyond.

Janet and Tylar take stock of where things stand and discuss the key catalysts for markets for the rest of the year and beyond.

07/12/2023

Having cash handy is important in these days of higher interest loan rates. And even when you don’t need liquidity, learn how your cash can work for you in the new issue of Investor’s Edge.

06/28/2023

The S&P 500’s surge over the past nine months doesn’t feel to us like the start of a new bull market, but rather like the last leg of the current rally.

06/13/2023

Owning a business can put not only your company's finances at risk, but your personal finances as well.

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06/05/2023

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

05/10/2023

Writing a will is important to getting you estate in order. However, many Americans still haven't written a will. Read this article to learn why you should set up your will.

Most Americans don’t have wills, leaving estate planning to a complicated range of state laws.

05/05/2023

A recent survey from RBC Wealth Management found 39% of business owners have a full retirement plan in place. Feeling like you need to be more prepared? Take the steps now to put a plan in place that will minimize taxes and monetize and protect your assets.

How prepared are you for retirement?