The Starr Group at RBC Wealth Management

03/26/2019

Planning to hand the family business to the next generation, but don’t have a plan in place? An open, honest discussion is a great place to start. Read more tips on preparing to transfer your company and legacy.

Are you ready to exit your business? We talk to a mother-daughter business looking to transition their company.

08/22/2018

Housing prices have been rising and inventory is advancing at a snail's pace making for a very slow-moving housing market. Stay on top of financial markets with market data for the week of August 20, 2018.

Last week was a mixed bag of returns in the market.

08/14/2018

From a natural disaster to a bad year in your business, it’s important to plan ahead for times when you’re in need of liquidity. Learn some of the options available to help you mitigate risk: http://bitly.com/2OFnVDv Contact me to discuss the right option for you, visit http://bitly.com/2DvNEHw

You can't predict when a natural disaster will strike, but you can ensure you have the liquidity to weather the storms when they hit.

05/29/2018

A new, industry-leading tool is now available from RBC Wealth Management, Schedule an appointment with us today, call 212-703-6140 to set up your Wealthplan. Learn more about how we can help you meet your financial goals by visiting

People today are living longer, spending two or even three decades in retirement. And the responsibility for the bulk of retirement income has shifted to individual investors. Which means careful planning is more important than ever if you want to enjoy the retirement you’ve always dreamed of.

05/24/2018

With the surge of cryptocurrencies like bitcoin, many investors are wondering whether they should invest in it now. Here are 5 things you should know before you commit:

While the possibilities of cryptocurrencies are undeniable, there are also plenty of risks to consider. Read these five facts about the digital currency.

03/15/2018

Access cash in a pinch by using portfolio assets as loan collateral. Contact me today to explore this smart, yet potentially untapped source of opportunity. http://bitly.com/2DvNEHw

06/19/2017

Make Well-Informed Decisions—and Prepare With Confidence
Based on what we learn from RBC WealthPlan, we can choose strategies and solutions that are well suited for accomplishing your unique goals

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Contact us to start your WealthPlan today

06/01/2017

We have two powerful credit programs available to you: RBC Express Credit and RBC Premier Line of Credit that allow you to borrow against eligible securities in your investment portfolio. Best of all, these tools provide fast, convenient access to funds without liquidating assets in your investment portfolio.

RBC Express Credit is a margin product that may not be suitable for all investors because borrowing on margin and using securities as collateral involves certain risks. Market conditions can magnify any potential for loss and potential returns on investments may be negatively impacted by the costs a...

05/30/2017

Attention parents of college-bound kids: These four college planning steps can help your bottom line.

College is a huge financial undertaking. With costs increasing every year and the prospect of too much student debt at the forefront of many families' minds...

05/22/2017

Consider these steps before converting retirement savings to income.

You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings...