Jensen Group at RBC Wealth Management

04/26/2022

Given market volatility, we want to let you view this 14 minute recording from RBC Wealth Management experts. We feel like it's well worth your time to listen to their take on the financial forecast. If you have any concerns or questions feel free to reach out to us!

(Press "Listen here" in blue for recorded link)

Inflation, geopolitics, rate hikes, and economic challenges have produced a “growth scare.” We discuss market impacts and equity investment ideas.

02/01/2022

Experts say there are four steps you can take now that will help boost your retirement savings long-term.

It's easy to lose sight of your retirement goals while juggling day-to-day financial responsibilities. But the steps you take now could add up big later on.

01/11/2022

Aside from the financial component, it's also important to plan how you'll spend your time during your retirement. Here at RBC we use sophisticated retirement planning software that my clients are loving so they feel secure they've saved properly.

Deciding to retire is a big step. You’re ready when you’ve faced your post-workforce fears, checked your finances and made a plan for your free time.

11/29/2021

Does wealth determine health? Learn how both are connected and the impact it may have on you.

A financial advisor is like a personal trainer. With links between financial fitness and physical health, it pays to take a preventative approach.

11/09/2021

Want to grow your charitable donations from year to year? Consider setting up a donor-advised fund to take advantage of tax-free growth. Contact me to learn more.

11/02/2021

One of the things I love about my job is giving clients peace of mind when it comes to their goals. Our programs at RBC are client interactive, you can play around with numbers and scenarios so you feel secure you're saving enough for retirement. If you're nearing retirement or just want to make sure you're on the right track, reach out today to ensure you're prepared.

Your retirement plan needs to take a holistic approach. Because there are so many decisions to make, it’s easy to get lost in the weeds. Follow these six signposts to find your way.

10/01/2021

Our company went to the Utah Food Bank last night as part of the Feeding America's Hunger program. RBC Wealth Management has been driving a Fight Hunger campaign throughout the entire US for the whole month of September. It was a great evening spent with co-workers giving back to the community!

09/23/2021

My amazing company RBC is a worldwide partner for the Ryder Cup!! If you know me and my love for golf, I will be watching all weekend. RBC put together an exclusively curated video series featuring golfers Graeme McDowell, Webb Simpson and Dustin Johnson. In this video, they discuss why having experts on their support teams helps give them success

09/07/2021

“How much money do I need in retirement?” was a top Google Trends question for 2020. If you are a pre-retiree, contact me to learn more about how I can help you plan for a secure retirement income.