The Best Returns are More Than Financial
To fully appreciate your portfolio’s "sensitivity" to all variables that will impact a comfortable retirement, you need to look beyond performance. Inflation, taxes, life expectancy and health care are just a few of the variables that could significantly alter your disposable income during retirement. For a more comprehensive look at retirement income planning, review our Retirement Funding Sensitivity™ white paper or contact me to discuss your retirement plan.
The outperforming Financials sector has driven the market’s heady bull run since Trump’s election. We believe the rally has plenty left in the tank as there are a myriad of catalysts to prolong it, and investors should hold an Overweight allocation in portfolios. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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