Financial Markets Commentary: Wake-Up Call for Investors The usually staid safe-haven government bond market broke with tradition in May as volatility increased and yields surged. It’s time to consider how to position your bond portfolios for the possibility yields could shift to a higher plateau over the next several quarters. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight. Insurance – Do I Really Need It? There are many types of insurance, each designed to protect you in different ways and achieve specific goals. Whatever your need, as a licensed insurance representative I can work with you to determine the insurance product that is most appropriate for your situation. If you want to protect your current lifestyle and your loved ones, insurance is the foundation to the management of that risk. To answer some questions that you might have, check out these various links. The first one talks about how to choose an insurance provider. The second is a good introductory piece to the various insurance options and definitions that will help give you a foundation on which to make your insurance decisions. And finally, here is comparison chart that gives you a snapshot of what each insurance product provides.
Value StatementThe Warner Investment Group works with high net worth individuals and institutions to help achieve their financial goals. Our team is focused on you — the client. We are committed to providing each and every one of our clients with the exceptional service they deserve. Understanding the American Taxpayer Relief Act of 2012 In a last-minute cliff-hanger, the Congress came together on New Year’s Day to pass the American Taxpayer Relief Act of 2012. For most taxpayers, the Act extends the Bush-era tax cuts scheduled to expire at the end of 2012. Plus it reinstates certain beneficial provisions that had previously expired in 2011. Check out our Understanding the American Taxpayer Relief Act of 2012 fact sheet to learn more about this legislation and how it may affect you. Managed Account Program (MAP) The Managed Account Program (MAP) is a value-added money management program.
- Offers investors access to the top institutional money managers in the country with multiple investment styles that are suitable for all asset classes and investment objectives
- The Warner Investment Group is responsible for conducting due diligence and hand selecting the best managers.
- FA communicates directly with the money manager on your behalf
Please do not hesitate to call Hank and Geoff at 202-661-9570 with any questions about this highly recommended option.
Award of Excellence
William recently received prestigious internal recognition in 2013 as an Award of Excellence winner.
The Award of Excellence program is designed to recognize non-revenue producing employees who deliver outstanding performance while demonstrating RBC’s key behaviors of putting clients first, collaborating as partners, developing people, acting on their accountabilities, making decisions faster, and prioritizing for greatest impact. Let's Take the Next Step TogetherWe welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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Hank Warner is currently registered to conduct business with residents of the following states:
CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TX, UT, VA, WI Geoffrey Cleveland is currently registered to conduct business with residents of the following states:
CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TX, UT, VA, WI Andrew Leonard is currently registered to conduct business with residents of the following states:
CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, PA, SC, TX, UT, VA, WA, WI
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.
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