The Turnbridge Group

Timothy W. Engle, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Mark R. Snyder

Vice President - Financial Advisor

Charles A. Koch, Jr.

Senior Financial Associate

Patricia L. Sherick

Registered Client Associate

Donna R. Weiss

Client Associate

Bulletin Board

Markets Get a Reality Check

Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight.

Faced with a job change or layoff?

When you lose or change your job, you have many decisions to make—one of which is deciding what to do with your employer-sponsored retirement plan. Should you rollover your money to an IRA? Should you take a distribution in cash? What are your options?

Let the Turnbridge Group help. Our analysis will include:

An explanation of the distribution options available and the advantages and disadvantages of each.
Overviews of the special considerations to keep in mind when planning for retirement plan distributions.
Assistance with determining an appropriate asset allocation strategy for your retirement savings.

Barron’s Profiles CEO John Taft and his “Lasting Legacy” in the Industry

John Taft, CEO of RBC Wealth Management – U.S., was recently profiled in Barron’s Penta Special Report for Wealthy Investors. The article, titled “Lasting Legacy,” highlights RBC’s strength through the financial crisis, Taft’s commitment to investing in technology, and his contributions to the industry as chairman of the Securities Industry and Financial Markets Association (SIFMA). Read the Barron’s Article

Value Statement

Who’s Looking out for You?

During every season of life, you are faced with a myriad of decisions that can have business, personal, civic, and financial consequences. In the complex and often confusing world of investments, you need a group of seasoned financial professionals with the expertise and dedication necessary to help you maneuver life’s twists and turns and confidently cross every bridge — in short, to look out for you.

And that’s just what we do at The Turnbridge Group of RBC Wealth Management.

Our team of wealth management professionals offers the proficiency and personal attentiveness of an exclusive boutique, advanced by the technical skills, analysis and resources of a powerhouse global financial firm. Each of us has particular strengths and specialties, but all of us are focused on helping you successfully reach your desired destination.

Timothy W. Engle is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, KY, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NY, OH, PA, TN, TX, VA, WI, WV

Mark R. Snyder is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, KY, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NY, OH, PA, TN, TX, VA, WI, WV

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.