The Morton Caulford Group at RBC Wealth Management

08/07/2026

After all the crazy Connecticut rain and flooding, we finally managed to have our Stamford happy hour!

It was great spending some time together outside of the office and catching up in a more relaxed setting. Thank you to everyone who came out and helped make it such a fun afternoon. Looking forward to the next one!

08/05/2026

Did you know reviewing an estate plan doesn’t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. I’d love to help review any changes and discuss updating your documents accordingly.

𝐑𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐚 𝐫𝐞𝐟𝐫𝐞𝐬𝐡? Let’s talk.

08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionals—estate planning attorneys, CPAs and trust officers—along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

07/31/2026

The One Big Beautiful Bill Act (OBBBA): What the Qualified Small Business Stock (QSBS) expansion means for you

Three major taxpayer-friendly changes for stock issued after July 5, 2025:

• Eligible issuer size increased from $50 million to $75 million in assets

• Hold period flexibility: partial exclusions now start at three years

• Tax-free gain cap raised from $10 million to $15 million

If you have private company exposure, the pool of potentially tax-conscious investments just got considerably larger and strategic debt could enhance the tax benefit. Now is the time to review your portfolio and consult with your independent tax advisor.

07/30/2026

Skip Morton

Recently Skip Morton and I had the opportunity to attend the First Trust Financial Forum, where industry leaders shared valuable perspectives on today’s markets, the global landscape, and the leadership qualities needed to navigate an ever-changing environment.

It was also a pleasure catching up with our colleague, Steven Gordon, CFP®️ .

Thank you to First Trust for hosting another insightful event. I always appreciate the opportunity to bring fresh ideas and perspectives back to our clients and team.

07/30/2026

Recently Skip Morton and I had the opportunity to attend the First Trust Financial Forum, where industry leaders shared valuable perspectives on today’s markets, the global landscape, and the leadership qualities needed to navigate an ever-changing environment.

It was also a pleasure catching up with our colleague, Steven Gordon, CFP®️ .

Thank you to First Trust for hosting another insightful event. I always appreciate the opportunity to bring fresh ideas and perspectives back to our clients and team.

07/28/2026

We’re so proud to highlight the amazing and unique work of Janae Aiken and The Two-Six Project in the Fayetteville and Charlotte areas at this year’s MLS Hometown Heroes Showcase presented by RBC Wealth Management, in collaboration with MLS and Black Players for Change.

Janae and The Two-Six Project provide leadership development resources for underserved communities and show students what it means to give back to the community.

Thank you to all our hometown heroes for the positive impact you create!


mlshometownheroes.com

07/25/2026

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , we recognize the thousands of veterans stepping into new chapters and the organizations wise enough to welcome them.

07/23/2026

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints and an agile plan that meets your needs.

𝐑𝐞𝐚𝐜𝐡 𝐨𝐮𝐭 𝐭𝐨 𝐦𝐞 𝐭𝐨𝐝𝐚𝐲 𝐚𝐧𝐝 𝐥𝐞𝐭’𝐬 𝐦𝐚𝐤𝐞 𝐢𝐭 𝐡𝐚𝐩𝐩𝐞𝐧.

A quick conversation could make all the difference by year-end.

07/23/2026

We’re so inspired and proud to highlight the amazing work of Ashley Allen and Read 2 Succeed in the Asheville area at this year’s MLS Hometown Heroes Showcase presented by RBC Wealth Management, in collaboration with MLS and Black Players for Change.

At Read 2 Succeed, a literacy nonprofit, Ashley helps close the race-based opportunity gap and empower children to feel connected and build empathy. By giving away books, providing tutoring and more, everyone in the community benefits.
Thank you to all our hometown heroes for the positive impact you create!


mlshometownheroes.com