Robert L. McDermott

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Your financial compass

Welcome to our practice

We provide financial, estate planning and investment management advice and create customized wealth management solutions to affluent investors, corporate executives, retirees, and business owners.

Driven by our passion to help people achieve peace of mind about their financial security, we focus on capital preservation and research. Acting as your financial compass, we provide direction, control and clarity so you know that you and your family or organization are on track to achieving your goals at every step along your journey.

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 23 February 2026

Earnings going global

It’s anyone’s guess if risk appetites will rise or fall in the coming months, though they’re more likely to fall given they do appear decently high right now.