Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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Graduate after graduation

College funding: It's a family affair

May 01, 2025 |RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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A picture of my dog Moxie, not far from the offending spot.

How to look back on a correction: a lesson from my dog

Apr 24, 2025 |Cole Ruth

We all know that corrections happen, but when they do, they shock us just the same.

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Greg and I at Opening Day for the Del Rey Yacht Club.

Put your records on

Apr 04, 2025 |Cole Ruth

Someone said: Every correction is unique and every correction is the same. A friend at the dog park called it an "economic wash cycle". Unfortunately, it might take a while. Until it's over, here are some ideas to treat your market anxiety.

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Advisor meeting with young couple

Four strategies to prepare your portfolio for market volatility

Feb 15, 2025 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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Older woman working on a tablet

Business owner? What’s your retirement plan?

Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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Tara Seegers and Cole Ruth somewhere in Las Vegas

A Random Walk Down Las Vegas Boulevard

Dec 17, 2024 |Cole Ruth

What can you get out of a walk down the strip? Reflection on the past year and hopes for the new one.

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Cole at her first graduation.

When was Your Last Check-in?

Jul 25, 2024 |Cole Ruth

What kind of change might we affect if we set our sights and then check in on the person we want to become?

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Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

Jun 28, 2024 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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