Kost Investment Group at RBC Wealth Management

Kost Investment Group at RBC Wealth Management We offer customized wealth management advice and personalized service to senior executives.

We manage your investment portfolio, create a long-term plan and help you navigate through it, connecting you with the right professionals at the right time. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are

not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments. But is something missing?An annui...
06/02/2026

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments.

But is something missing?

An annuity may be the missing piece that completes your retirement picture, providing steady, reliable income that works seamlessly alongside everything else you've built.

Ready to see how it fits into your plan?

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all y...
06/01/2026

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all your accounts together in one place can help you build a real strategy for growth, while making it easy to track as your career and goals evolve. Reach out to start the journey.

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem d...
05/29/2026

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabilizer.

The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreci...
05/28/2026

The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreciation on new equipment, expanded eligibility for qualified production property investments and enhanced interest deductibility, you could reduce your taxable income. RBC can help you navigate these new incentives and optimize your investment strategy. Don't miss out on this window of opportunity.

AI has been all the rage, but quantum computing may be tech’s next big thing. While the timing of its commercial viabili...
05/28/2026

AI has been all the rage, but quantum computing may be tech’s next big thing. While the timing of its commercial viability is uncertain, many governments see it as a cornerstone of long-term economic competitiveness and national security.

Take a proactive step toward your child's future through the power of an education savings plan. Let’s have a conversati...
05/27/2026

Take a proactive step toward your child's future through the power of an education savings plan. Let’s have a conversation today.

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.On Mem...
05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.


The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for...
05/10/2026

The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for the people we love.
Today we honor the women who believed in us before we believed in ourselves and who continue to inspire us every single day.
Happy Mother's Day to all the moms out there. You’re incredible!

Behind every service member is a spouse who holds everything together with incredible strength and grace.Today we honor ...
05/08/2026

Behind every service member is a spouse who holds everything together with incredible strength and grace.

Today we honor military spouses who manage households, careers and countless transitions while their partners serve.

Your resilience, sacrifice and unwavering support don't go unnoticed. Thank you for all you do.

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the...
05/06/2026

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

Address

610 Newport Center Drive Suite 900
Newport Beach, CA
92660

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