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Effective URL: https://us.rbcwealthmanagement.com/gpsgroup/
Submission: On March 01 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://us.rbcwealthmanagement.com/gpsgroup/
Submission: On March 01 via automatic, source certstream-suspicious — Scanned from DE
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<h2>Navigate your financial freedom</h2>
<hr>
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<div>
<div>
<p> </p>
<h3>Welcome from Generational Planning Solutions Group</h3>
<p>We appreciate your taking time to visit our website. Our site is designed to provide an introduction to <a href="/gpsgroup/our-team">Our Team</a> along with access to resources, tools, and research that will help you navigate the
ever-changing world of investing.<br> <br> Our duty to our clients is an intrinsic part of our value system, one that drives every decision we make and guides every action we take. Our pledge to earn and preserve each family’s trust is
integral to our daily practice.<br> <br> To learn about our unique wealth management approach, please click on the <a href="/gpsgroup/foundations-of-our-practice">Foundations of Our Practice</a> link. We also invite you to explore the
<a href="/gpsgroup/market-commentary">Market Commentary</a> links that will provide useful information pertaining to current markets and solutions and services we have available.</p>
<hr>
</div>
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<h3><img alt="" src="/documents/199105/199137/Awardicon.jpg/c2af6d1a-8eba-43fa-89ac-304d498a40d7?t=1613057896337" style="float: right; width: 111px; height: 120px; margin-right: 20px;">Fred Sherrill named one
of Forbes<em> </em>Best-In-State Wealth Advisors</h3>
<p class="ckePara">At the Generational Planning Solutions Group, we are very proud that Financial Advisor Fred Sherrill was named a Forbes Best-In-State Wealth Advisor in 2020, 2021 and 2022. 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, Fred!</p>
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<div class="disclosure" data-id="1313065" data-type="PRE_APPROVED"><p>The 2020 Forbes &quot;Best-In-State Wealth Advisors&quot; award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is
based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and
quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client&rsquo;s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the
ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor&rsquo;s future
performance. For more information: www.SHOOKresearch.com.</p> </div><input type="hidden" name="javax.faces.ViewState" value="-459250788523483602:-6097351568983862263" autocomplete="off">
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<div class="disclosure" data-id="1615129" data-type="PRE_APPROVED"><p>The 2021 Forbes &quot;Best-In-State Wealth Advisors&quot; award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is
based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and
quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client&rsquo;s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the
ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor&rsquo;s future
performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p> </div><input type="hidden" name="javax.faces.ViewState" value="-459250788523483602:-6097351568983862263"
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<div class="disclosure" data-id="1894011" data-type="PRE_APPROVED"><p>The 2022 Forbes &quot;Best-In-State Wealth Advisors&quot; award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is
based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and
quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client&rsquo;s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the
ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor&rsquo;s future
performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p> </div><input type="hidden" name="javax.faces.ViewState" value="-459250788523483602:-6097351568983862263"
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value="https://us.rbcwealthmanagement.com/gpsgroup/home;jsessionid=F905A50168490D2D1B159CED9239F787?p_p_id=dacontent_WAR_daportlet_INSTANCE_IDHb0cjnKGw7&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=5&p_p_col_pos=3&_dacontent_WAR_daportlet_INSTANCE_IDHb0cjnKGw7__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_IDHb0cjnKGw7__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
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<h3><img alt="Global Insight: A changing of the guard" src="/documents/10192/0/FebruaryGIMonthly0208.jpg/1313c4b7-000a-4ce2-9abe-0c72b9bcda7b?t=1675970769438" style="float: left; width: 185px; height: 237px;">A changing of the guard?</h3>
<p>Is the dollar's multiyear rally coming to an end? We examine the drivers of that rally, what's changed, and the implications for global investors. Read the full economic outlook in the latest edition of
<a href="https://www.rbcinsight.com/WM/Share/ResearchViewer/?SSS_F6C6F5C251D5A3F1BAF8D73C37B22246" target="_blank">Global Insight Monthly</a>. </p>
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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 the team</h3>
<p><img alt="" src="/documents/199105/199137/GenerationalPlanning+0621+c+335+4033.jpg/46d63dc9-3318-4c1d-a427-21e6a174007f?t=1636399444744" style="width: 335px; height: 239px;"></p>
<p class="clearfix">Learn more about the<a href="/gpsgroup/our-team"> Generational Planning Solutions Group.</a></p>
<p> </p>
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<section class="mod well box-pad-30 cards-side">
<h4 class="spacer-15">Latest Insights</h4>
<div class="row">
<div class="row-fluid">
<div class="row-fluid">
<div class="da-blog-entry span12">
<div style="empty"></div>
<div class="col-md-12 col-xs-4">
<div class="image-block spacer-15"><img src="/da-portlet/../delegate/services/file/4750471/content" alt="U.S. flag and skyscrapers" title="U.S. flag and skyscrapers" class="img-resp"> </div>
</div>
<div class="col-md-12 col-xs-8"> <a href="/gpsgroup/blog/4750506-Whats-pushing-and-pulling-on-US-equities"> <h4 class="meta-normal no-marg-bottom">What’s pushing and pulling on U.S. equities? </h4> </a> <span
class="subheader-subtle spacer-10 display-block"> </span>
<p class="spacer-5">We look at the pressures weighing on the market today, and why we think the S&P 500 could deliver positive full-year returns, once all is said and done. </p>
<p class="label-tag marg-y-5 spacer-5"> </p> <a href="/gpsgroup/blog/4750506-Whats-pushing-and-pulling-on-US-equities" class="link-chev italic display-iblock"> Read more</a>
</div>
</div>
</div>
</div>
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NAVIGATE YOUR FINANCIAL FREEDOM
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WELCOME FROM GENERATIONAL PLANNING SOLUTIONS GROUP
We appreciate your taking time to visit our website. Our site is designed to
provide an introduction to Our Team along with access to resources, tools, and
research that will help you navigate the ever-changing world of investing.
Our duty to our clients is an intrinsic part of our value system, one that
drives every decision we make and guides every action we take. Our pledge to
earn and preserve each family’s trust is integral to our daily practice.
To learn about our unique wealth management approach, please click on the
Foundations of Our Practice link. We also invite you to explore the Market
Commentary links that will provide useful information pertaining to current
markets and solutions and services we have available.
--------------------------------------------------------------------------------
FRED SHERRILL NAMED ONE OF FORBES BEST-IN-STATE WEALTH ADVISORS
At the Generational Planning Solutions Group, we are very proud that Financial
Advisor Fred Sherrill was named a Forbes Best-In-State Wealth Advisor in 2020,
2021 and 2022. 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, Fred!
<p>The 2020 Forbes "Best-In-State Wealth Advisors" award was announced
January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research
and is based on in-person and telephone due diligence meetings to evaluate each
advisor qualitatively, a major component of a ranking algorithm that includes:
client retention, industry experience, review of compliance records, firm
nominations; and quantitative criteria, including: assets under management and
revenue generated for their firms. Investment performance is not a criterion
because client objectives and risk tolerances vary, and advisors rarely have
audited performance reports. Rankings are based on the opinions of SHOOK
Research, LLC and not indicative of future performance or representative of any
one client’s experience. Neither Forbes nor SHOOK Research receive
compensation in exchange for placement on the ranking. The financial advisor
does not pay a fee to be considered for or to receive this award. This award
does not evaluate the quality of services provided to clients. This is not
indicative of this financial advisor’s future performance. For more
information: www.SHOOKresearch.com.</p>
<p>The 2021 Forbes "Best-In-State Wealth Advisors" award was announced
February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research
and is based on in-person and telephone due diligence meetings to evaluate each
advisor qualitatively, a major component of a ranking algorithm that includes:
client retention, industry experience, review of compliance records, firm
nominations; and quantitative criteria, including: assets under management and
revenue generated for their firms. Investment performance is not a criterion
because client objectives and risk tolerances vary, and advisors rarely have
audited performance reports. Rankings are based on the opinions of SHOOK
Research, LLC and not indicative of future performance or representative of any
one client’s experience. Neither Forbes nor SHOOK Research receive
compensation in exchange for placement on the ranking. The financial advisor
does not pay a fee to be considered for or to receive this award. This award
does not evaluate the quality of services provided to clients. This is not
indicative of this financial advisor’s future performance. For more
information: <a href="http://www.SHOOKresearch.com"
target="_blank">www.SHOOKresearch.com</a>.</p>
<p>The 2022 Forbes "Best-In-State Wealth Advisors" award was announced
April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and
is based on in-person and telephone due diligence meetings to evaluate each
advisor qualitatively, a major component of a ranking algorithm that includes:
client retention, industry experience, review of compliance records, firm
nominations; and quantitative criteria, including: assets under management and
revenue generated for their firms. Investment performance is not a criterion
because client objectives and risk tolerances vary, and advisors rarely have
audited performance reports. Rankings are based on the opinions of SHOOK
Research, LLC and not indicative of future performance or representative of any
one client’s experience. Neither Forbes nor SHOOK Research receive
compensation in exchange for placement on the ranking. The financial advisor
does not pay a fee to be considered for or to receive this award. This award
does not evaluate the quality of services provided to clients. This is not
indicative of this financial advisor’s future performance. For more
information: <a href="http://www.SHOOKresearch.com"
target="_blank">www.SHOOKresearch.com</a>.</p>
A CHANGING OF THE GUARD?
Is the dollar's multiyear rally coming to an end? We examine the drivers of that
rally, what's changed, and the implications for global investors. Read the full
economic outlook in the latest edition of Global Insight Monthly.
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
The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January
2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is
based on in-person and telephone due diligence meetings to evaluate each advisor
qualitatively, a major component of a ranking algorithm that includes: client
retention, industry experience, review of compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue
generated for their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisors rarely have audited
performance reports. Rankings are based on the opinions of SHOOK Research, LLC
and not indicative of future performance or representative of any one client’s
experience. Neither Forbes nor SHOOK Research receive compensation in exchange
for placement on the ranking. The financial advisor does not pay a fee to be
considered for or to receive this award. This award does not evaluate the
quality of services provided to clients. This is not indicative of this
financial advisor’s future performance. For more information:
www.SHOOKresearch.com.
The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February
2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is
based on in-person and telephone due diligence meetings to evaluate each advisor
qualitatively, a major component of a ranking algorithm that includes: client
retention, industry experience, review of compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue
generated for their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisors rarely have audited
performance reports. Rankings are based on the opinions of SHOOK Research, LLC
and not indicative of future performance or representative of any one client’s
experience. Neither Forbes nor SHOOK Research receive compensation in exchange
for placement on the ranking. The financial advisor does not pay a fee to be
considered for or to receive this award. This award does not evaluate the
quality of services provided to clients. This is not indicative of this
financial advisor’s future performance. For more information:
www.SHOOKresearch.com.
The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022.
Data as of 6/30/2021. The award was developed by SHOOK Research and is based on
in-person and telephone due diligence meetings to evaluate each advisor
qualitatively, a major component of a ranking algorithm that includes: client
retention, industry experience, review of compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue
generated for their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisors rarely have audited
performance reports. Rankings are based on the opinions of SHOOK Research, LLC
and not indicative of future performance or representative of any one client’s
experience. Neither Forbes nor SHOOK Research receive compensation in exchange
for placement on the ranking. The financial advisor does not pay a fee to be
considered for or to receive this award. This award does not evaluate the
quality of services provided to clients. This is not indicative of this
financial advisor’s future performance. For more information:
www.SHOOKresearch.com.
Fred J. Sherrill is currently registered to conduct business with residents of
the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, MA, MD, ME, MN, MT,
NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WV.
Fred J. Sherrill, NMLS # 1614743, and W. Michael Crowell, Jr., NMLS # 1594461
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.
W. Michael Crowell, Jr. is currently registered to conduct business with
residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA,
HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH,
NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
Read additional advisor disclosures.
MEET THE TEAM
Learn more about the Generational Planning Solutions Group.
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* January 11, 2023
Investor's Edge
Fred J. Sherrill is currently registered to conduct business with residents of
the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, MA, MD, ME, MN, MT,
NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WV.
Fred J. Sherrill, NMLS # 1614743, and W. Michael Crowell, Jr., NMLS # 1594461
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.
W. Michael Crowell, Jr. is currently registered to conduct business with
residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA,
HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH,
NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
, Fred J. Sherrill, NMLS # 1614743, and W. Michael Crowell, Jr., NMLS # 1594461
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.
, Fred J. Sherrill, NMLS # 1614743, and W. Michael Crowell, Jr., NMLS # 1594461
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.
, Fred J. Sherrill, NMLS # 1614743, and W. Michael Crowell, Jr., NMLS # 1594461
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
Generational Planning Solutions Group
Phone: 410-573-6729
--------------------------------------------------------------------------------
Fred J. Sherrill, AWM, CFP®
Managing Director - Financial Advisor,
Senior Consulting Group
410-573-6712
W. Michael Crowell, Jr., AWM
Senior Managing Director - Branch Director,
Portfolio Manager - Portfolio Focus
410-573-6707
Joanna St. Clair, RICP®
Associate Vice President,
Associate, Business Senior
410-573-6713
Vickie Faulkner
Senior Registered Client Associate
410-573-6729
--------------------------------------------------------------------------------
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