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Submitted URL: https://wickinvestmentgroup.com/
Effective URL: https://us.rbcwealthmanagement.com/thewickinvestmentgroup/
Submission Tags: phishingrod
Submission: On May 27 via api from DE — Scanned from NL
Effective URL: https://us.rbcwealthmanagement.com/thewickinvestmentgroup/
Submission Tags: phishingrod
Submission: On May 27 via api from DE — Scanned from NL
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<h3>Welcome to the Wick Investment Group website</h3>
<hr>
<h3>Value statement</h3>
<p>We help create financial security and peace of mind for individuals and their families by providing a high level of service that meets and often exceeds their expectations. We are dedicated to helping our clients achieve all of their
financial goals, whether it is retirement funding, college tuition, home purchasing, tax issues or estate planning.</p>
<hr>
<h3>Investment philosophy</h3>
<div>Our approach to successful investing starts by building a partnership with our clients. We listen to their goals and plans, and together we design a long-term blueprint for their financial future. This plan becomes the foundation for
building a sound portfolio. Throughout the years, we monitor these portfolios and meet with my clients to review their ever-changing needs and ensure necessary adjustments are made to their investment goals. We work closely with specialists
(attorneys and CPAs) in dealing with these specific needs.</div>
<hr>
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<h3>Global Insight Monthly</h3>
<h4><img alt="Global Insight Cover Image - April 2024" src="/documents/10192/0/May+Global+Insight+monthly+cover.jpg/d68e64c1-d4c6-4d6a-8b3b-d0656da76f58?t=1715196820712" style="float: left; width: 185px; height: 242px;">Interest rate mood swings
</h4>
<p>As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should
proceed. <a href="https://www.rbcinsight.com/wm/Share/ResearchViewer/?SSS_BD51D09E1B4B77DFC90DE1F8FB28F6DA" target="_blank">Read the Global Insight Monthly »</a></p>
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<h3>Join our newsletter</h3>
<p>If you would like to receive regular e-mails from the Wick Investment Group containing security market reviews and updates, tax and statement mailing announcements, new legislation information, and educational materials on relative
subjects (ex: 529 Plans, Social Security eligibility), please advise us in an e-mail. Please include your name and the e-mail addresses where you would like to receive these updates, and feel free to add family members, friends
and other interested parties to our mailings.</p>
<p>These informative e-mails will not include account information or any other type of sensitive information regarding you or your accounts. <br> <br> Thank you for your response and cooperation on our new undertaking and we would
appreciate hearing from you with your input, recommendations and ideas for future topics our newsletter and <strong><em><strong><a href="mailto:scott.wick@rbc.com">e-mail us!!!</a> </strong></em></strong></p>
<hr>
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<h3>Let's take the next step together</h3>
<p>We welcome you to experience the RBC Wealth Management difference yourself. <a href="javascript:contacturl();">Contact us</a> today to set up a meeting.</p>
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<h3>Meet our group</h3>
<p><img alt="" src="/documents/132025/132039/Wick+Investment+Group+Team+Shot+2022.jpg/0424da20-1e8a-41df-9b62-60259b6b5717?t=1680544197082" style="width: 95%; height: 95%;"></p>
<p>Learn more about <a href="./our-team">The Wick Investment Group</a></p>
<hr>
<p> </p>
<p> </p>
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<section class="mod well box-pad-30 cards-side">
<h4 class="spacer-15">Latest Insights</h4>
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<div class="row-fluid">
<div class="da-blog-entry span12">
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<div class="image-block spacer-15"><img src="/da-portlet/../delegate/services/file/5027134/content" alt="Commuters on a train" title="Commuters on a train" class="img-resp"> </div>
</div>
<div class="col-md-12 col-xs-8"> <a href="/thewickinvestmentgroup/blog/5027168-A-return-to-yield-curve-normalcy"> <h4 class="meta-normal no-marg-bottom">A return to yield curve normalcy? </h4> </a> <span
class="subheader-subtle spacer-10 display-block"> </span>
<p class="spacer-5">The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds. </p>
<p class="label-tag marg-y-5 spacer-5"> </p>
<a href="/thewickinvestmentgroup/blog/5027168-A-return-to-yield-curve-normalcy" class="link-chev italic display-iblock" aria-label="Read more - A return to yield curve normalcy?"> Read more</a>
</div>
</div>
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</div>
</div>
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<h3>Gain financial flexibility</h3>
<p>Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and
long-term goals. <a href="./contact">Contact us</a> today to explore this potentially untapped source of opportunity. </p>
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<div class="disclosure" data-id="1936046" data-type="CUSTOM"><p>RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC.
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* rbcwealthmanagement.com * Important information * Sign in * Menu * Home * About * Our team * The RBC Wealth Management difference * Wealth management approach * Working with a CFP® * Client experience * RBC Private Wealth * Portfolio Focus * Offerings * Retirement income planning * Retirement distribution options * Owner-only 401(k) plans * Cash management * Fixed income advantage * Resources & insights * Market commentary * Insights * Contact * * rbcwealthmanagement.com * Sign in Important information * Home * About * Our team * The RBC Wealth Management difference * Wealth management approach * Working with a CFP® * Client experience * RBC Private Wealth * Portfolio Focus * Offerings * Retirement income planning * Retirement distribution options * Owner-only 401(k) plans * Cash management * Fixed income advantage * Resources & insights * Market commentary * Insights * Contact THE WICK INVESTMENT GROUP WELCOME TO THE WICK INVESTMENT GROUP WEBSITE -------------------------------------------------------------------------------- VALUE STATEMENT We help create financial security and peace of mind for individuals and their families by providing a high level of service that meets and often exceeds their expectations. We are dedicated to helping our clients achieve all of their financial goals, whether it is retirement funding, college tuition, home purchasing, tax issues or estate planning. -------------------------------------------------------------------------------- INVESTMENT PHILOSOPHY Our approach to successful investing starts by building a partnership with our clients. We listen to their goals and plans, and together we design a long-term blueprint for their financial future. This plan becomes the foundation for building a sound portfolio. Throughout the years, we monitor these portfolios and meet with my clients to review their ever-changing needs and ensure necessary adjustments are made to their investment goals. We work closely with specialists (attorneys and CPAs) in dealing with these specific needs. -------------------------------------------------------------------------------- GLOBAL INSIGHT MONTHLY INTEREST RATE MOOD SWINGS 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 » JOIN OUR NEWSLETTER If you would like to receive regular e-mails from the Wick Investment Group containing security market reviews and updates, tax and statement mailing announcements, new legislation information, and educational materials on relative subjects (ex: 529 Plans, Social Security eligibility), please advise us in an e-mail. Please include your name and the e-mail addresses where you would like to receive these updates, and feel free to add family members, friends and other interested parties to our mailings. These informative e-mails will not include account information or any other type of sensitive information regarding you or your accounts. Thank you for your response and cooperation on our new undertaking and we would appreciate hearing from you with your input, recommendations and ideas for future topics our newsletter and e-mail us!!! -------------------------------------------------------------------------------- LET'S TAKE THE NEXT STEP TOGETHER We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting. -------------------------------------------------------------------------------- DISCLOSURES RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply. Scott R. Wick is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, TN, TX, VA, WA, WI. California Insurance License # 0l77107. Scott R. Wick, NMLS # 1774199 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC. Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value. Jackson McDonald is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, IL, MA, MI, MN, NC, ND, NH, NJ, NV, NY, OR, TX, UT, VA, WA, WI. California Insurance License # 4285483. Read additional advisor disclosures. MEET OUR GROUP Learn more about The Wick Investment Group -------------------------------------------------------------------------------- LATEST INSIGHTS A RETURN TO YIELD CURVE NORMALCY? The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds. Read more BULLETIN BOARD * June 15, 2023 Trend & cycle roadmap * April 18, 2023 Daily market view * June 1, 2023 Global insight weekly * May 26, 2022 RBC retirement income planning process * May 10, 2022 Portfolio Focus * May 20, 2022 Fixed Income Ladders * May 20, 2022 Charitable giving * May 20, 2022 Investment Access® Account * May 20, 2022 Medicare Basics GAIN FINANCIAL FLEXIBILITY Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. <p>RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.</p> Scott R. Wick is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, TN, TX, VA, WA, WI. California Insurance License # 0l77107. Scott R. Wick, NMLS # 1774199 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC. Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value. , and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC. Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value. , and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC. Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value. , and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC. Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value. , and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC. Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value. , and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC. Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value. Jackson McDonald is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, IL, MA, MI, MN, NC, ND, NH, NJ, NV, NY, OR, TX, UT, VA, WA, WI. California Insurance License # 4285483. , and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC. Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value. Read additional advisor disclosures. Obtain more information about this financial advisor on FINRA's BrokerCheck website -------------------------------------------------------------------------------- Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Contact information The Wick Investment Group Phone: 262-395-1108 Toll-Free: 1-800-388-3246 -------------------------------------------------------------------------------- Scott R. Wick, AWM Managing Director - Branch Director, Senior Consulting Group Phone: 262-395-1108 Susan M. Walton, CFP® Vice President - Senior Financial Associate Phone: 262-395-1102 Keith B. Sierra, CFP®, RMA® Senior Financial Associate Phone: 262-395-1111 Matthew Kolb, APP Senior Financial Associate Phone: 262-395-1115 Heidi Schilling Branch Service Manager -, Senior Client Associate Phone: 262-395-1117 Joni Jahnke Client Associate Phone: 262-395-1131 Jackson McDonald Financial Advisor Phone: 262-395-1134 -------------------------------------------------------------------------------- Address Brookfield 18500 West Corporate Drive, Suite 100 Brookfield, WI 53045 View on map Privacy & Legal * Privacy & security * Legal & disclosures * Accessibility * Terms & conditions * Business continuity plan * Statement of Financial Condition -------------------------------------------------------------------------------- Royal Bank of Canada Website, © 2009-2024 © 2024 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC Back to top