I assist my clients in quantifying their life’s aspirations and financial responsibilities, and developing a strategy that empowers them to realize these objectives. With a lifelong plan in place, my clients have greater confidence in the future, regardless of what the markets may be doing today.
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Investors' Edge: Look Beyond U.S Borders for Investment Opportunities
|This issue of Investor's Edge—the newsletter exclusively available for RBC Wealth Management investors—highlights the possibilities available for investors outside the U.S. markets. Additional topics include:
- the nine steps to protecting yourself online;
- starting slow in the early years of retirement; and
- giving up the “Advisor Diversification” myth.
I encourage you to take a look and reach out to me if you have questions or would like to discuss any of these issues further.
Financial Commentary—U.S. Shale Oil: The New Global Swing Producer
Over the past decade, U.S. shale oil has become an important swing factor in the global supply equation. Recently, falling crude prices have prompted a precipitous decline in drilling activity in these plays. Despite this, production has continued to rise. A declining rig count is only the start of a supply response. The eventual impact on production will likely be measured in quarters not months. Read the full economic outlook in the latest edition of Global Insight.
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Taking the Next Step
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on the Contact Me box.
Gary Kleinschmidt is currently registered to conduct business with residents of the following states:
AL, AR, AZ, CO, FL, IA, IL, IN, KS, MA, MN, NC, NY, OH, OK, PA, TX, 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.