Schlesinger Investment Group at RBC Wealth Management

11/18/2025

In the Investor’s Edge newsletter for fall 2025, gain tips on using RMD funds, scoring a touchdown with wealth planning, investing when young, key strategic considerations for business owners and business succession planning.

08/26/2025

In the Investor’s Edge newsletter for summer 2025, gain insights on alternative investments, budgeting during market uncertainty, top financial consideration when facing divorce, and learn about growth in the women’s sports industry.

06/24/2025

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

06/18/2025

Even during volatile markets, staying invested over time has its rewards. Contact me to talk about consolidating your retirement assets at RBC Wealth Management and get a plan to help achieve your long-term goals.

05/06/2025

In the second edition of Investor’s Edge for 2025, gain insights on the great wealth transfer, plus financial tips on weddings, side hustles and teaching youth to be money savvy.
https://bit.ly/44pk72D

01/31/2025

Our hearts are with everyone impacted by the devastating wildfires in Southern California. To help support our communities, RBC, together with City National Bank, announced a donation of $3 million to charities providing resources and assistance.
https://www.rbc.com/newsroom/news/article.html?article=125969

10/22/2024

In the latest Investor's Edge, explore things to know about the U.S. elections, essential year-end planning tips, vacation ideas, how to stay ahead of cybercrime and the New Investors’ Nook for financial tips for younger investors.
http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

10/17/2024

RBC announced it is donating $400,000 to support the millions of Americans grappling with the damages caused by Hurricanes Helene and Milton: http://spr.ly/6048qJ0xa

This donation includes contributions from RBC, the RBC Foundation USA and City National Bank. The American Red Cross will receive $300,000 and the International Medical Corps $100,000 for their Hurricane Helene and Milton disaster relief efforts.

09/27/2024

The money will help pay for programs to enhance the park system, which includes more than 400 sites nationwide.

This is great news! If you are thinking about what legacy you will leave behind, we can help with estate and legacy planning for individuals and families. Contact us through our website at www.schlesingerinvestmentgroup.com.

The National Park Foundation said the gift from Lilly Endowment Inc. would help fund programs in the national park system, which includes more than 400 sites.

08/09/2024

As the Olympics wind down, the Schlesinger Investment Group at RBC continues to go for the gold to meet the goals of our clients. I was fortunate to spend a couple days in Paris during the Olympics and attend the Women's Trampoline event at Bercy Arena. Congratulations to all our athletes on Team USA and around the world!

07/23/2024

Read the new edition of Investor’s Edge for ideas on meeting family business needs, managing tax provisions before they sunset, how AI may impact financial services and exploring fine wine as an investment.
http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

06/14/2024

Happy Father's Day to my dad and all the other father's out there! Here he is with his grandson discussing how to invest responsibly.