We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.
At Kelly & Schertz Group, we are very proud that Financial Advisor Christopher Kelly has been named an AdvisorHub “Advisors to Watch” award recipient in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Christopher!
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 »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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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.
January 2, 2024
Trend & cycle: The long view
May 13, 2024
Market week
April 8, 2024
Retirement Plan Update
January 9, 2024
Municipal market insight
June 15, 2023
Trend & cycle roadmap
