The Turnbridge Group - RBC Wealth Management - Lemoyne, PA
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The Turnbridge Group - Lemoyne, PA
The Turnbridge Group
Timothy W. Engle, CFP®
Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
Mark R. Snyder, CRPS®
Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus
Jonathan Stough
Financial Advisor
Charles A. Koch, Jr.
Senior Financial Associate
Patricia L. Sherick
Registered Client Associate
Donna R. Weiss
Client Associate
Jennifer E. Lafferty
Client Associate
Renaissance Place
635 N.12th St., 2nd Floor

Lemoyne, PA 17043
Map & Directions

Phone: (717) 724-4225
Toll Free: (877) 742-0002
Fax: (717) 724-4239

Dedicated to Earning Your Trust

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.  


Tax Document Mailing Dates

With the new year upon us and thoughts turning toward tax season, you may be wondering when to expect your tax documents. Take a look at the chart below for an estimated mailing date, and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2015.

 

Tax Reporting DocumentEstimated Mailing Date
1099-R February 2, 2015
Fair Market Value Statements February 2, 2015
1099 Tax Information Summary February 17, 2015
Income Summary (FYI Statement) February 25, 2015
REMIC Tax Information Summary March 16, 2015
1042-S March 16, 2015
Revised Tax Information Summary (1099) March 17, 2015
5498 June 1, 2015

Financial Markets Commentary—UK Election: A Lose-Lose Outcome?

GlobalInsight.jpgThe rise of “minority parties” has turned the May UK general election into a complicated horse race. Britain’s continued membership in the European Union could become an open question and raise economic uncertainty in the UK and on the continent. This would almost assuredly catch the attention of global financial markets, which have yet to price in the risks, in our view. With the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities.

Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:

 


Create a Meaningful Legacy

Estate planning can be one of the last things you want to think about—but it doesn’t need to be a daunting subject. You’ve worked hard and invested carefully to achieve financial success, and you may already know the kind of legacy you want to leave behind for your loved ones. The Turnbridge Group can help ensure that your estate is handled exactly as you want it and that the people you value most are cared for. Read more about creating a meaningful legacy or contact us today to discuss your estate planning needs.




Discreet private wealth management typically suited for qualified investors with at least $1-2 million of investable assets. Call Tim Engle, Mark Snyder, Jon Stough or Chuck Koch today for a free consultation.


Contact Us


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

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

Jonathan Stough is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV, WY

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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