Henry Schulenberg, Financial Advisor at RBC Wealth Management

05/06/2024

The national debt and deficit continue to rise. Should investors worry? Fixed Income Portfolio Manager Atul Bhatia says the sky isn’t falling and investors should refrain from repositioning their portfolios. Read more about Atul’s approach:

Rising federal budget deficits and national debt could eat into investors' returns.

04/19/2024

Wishing good luck to our Ambassadors and all of the field competing at this week! The RBC Heritage goes beyond golf. Through the Heritage Classic Foundation, millions of dollars have been donated to local charities to help communities prosper.

04/09/2024

Want to navigate your retirement with confidence? We can help you develop a personalized plan. Contact me to learn more about an RBC WealthPlan. https://bit.ly/4cNwEi3

03/21/2024

While the NCAA®️ men’s and women’s basketball tournaments are underway, check out our college cost brackets to help you assess and set your financial goals for educational savings for yourself or your loved ones. https://bit.ly/3x2yxXQ

03/14/2024

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger drivers of stock prices than the election?

02/15/2024

RBC Capital Markets’ U.S. Municipal Finance group ranked #1 lead manager on negotiated new issues for 2023. Reach out to learn more about RBC's current municipal bond inventory.

01/16/2024

Your annual philanthropic goals may benefit from a donor-advised fund. Read more or contact me today.

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

11/27/2023

More than one-third of Americans say that no one taught them about investing, according to a RBC Wealth Management survey. Contact me to receive wealth education resources for any age or life stage.

11/21/2023

Before the end of the year, learn how to make an even greater impact by incorporating your charitable giving into your strategic wealth plan. Contact me today to discuss.

10/23/2023

With year-end approaching, if you’re over age 73 it’s time to take your required minimum distributions. Contact me for support with your wealth planning.

10/04/2023

Medicare open enrollment starts soon, when Medicare beneficiaries can find themselves under siege from various insurance companies seeking their business. It’s also the time when you can review your Medicare coverage to see if you need to make a change.

Once a year, Medicare beneficiaries have an opportunity to review your insurance choices and make adjustments according to your needs.

09/13/2023

Whether you are approaching retirement or already retired, you need a clear understanding of the different scenarios on the horizon. Read our full report about exploring the shifting mindset of a new generation of retirees.
https://bit.ly/3sQhDtg