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.

Bride and groom on beach

Financial tips before saying "I do"

May 06, 2025 |RBC Wealth Management

It pays to talk about money and your individual approach to finances with your partner before it can become an issue.

Read more

Daughter and father reviewing finances

A new era of wealth transfer

May 06, 2025 |RBC Wealth Management

A recent wealth transfer survey conducted by RBC Wealth Management found that the key to a successful wealth transition to the next generation includes communication, heir preparedness and alignment of family values around the purpose of wealth.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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?

Read more

climbing shoes

It's the climb

Jun 17, 2024 |Cole Ruth

Where do we find the strength to face our personal battles?

Read more

bee hive

For the good of the hive

Jan 26, 2024 |Cole N. Ruth

What can bees tell us about investing?

Read more

Let's start the conversation

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields