Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
I am a seasoned financial professional who is focused on providing comprehensive wealth management planning for individuals, endowments, and the corporate community. I utilize my experience by helping clients with retirement income planning, creating income streams and protecting and growing their investments. Please contact me jason.ruimerman@rbc.com
Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact me to discuss your retirement plan.
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »
October 26, 2022
Year End Check List
Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.
