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.

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Monetary policy possibilities

Apr 24, 2025 |Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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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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Mother and teen daughter discuss finances

College or retirement? How to save for your child’s future without disrupting yours

Apr 24, 2025 |RBC Wealth Management

Why saving for retirement should be a priority over paying for a child's education.

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Warehouse worker

Tackling the U.S.-China tariff tug of war

Apr 17, 2025 |Jasmine Duan

As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.

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couple meeting with financial advisor

Wealth planning considerations to help protect your portfolio from market turbulence

Apr 17, 2025 |RBC Wealth Management

How investors react during periods of decline is critical to their long-term success.

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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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