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.


Jul 19, 2024 |RBC Wealth Management
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Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

Jul 18, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 |RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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Financial data display

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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hometown heroes on soccer pitch

Hometown Heroes: Columbus nonprofits celebrated for driving positive change in the community

Jul 08, 2024 |RBC Wealth Management

Recognizing organizations that lead the way in serving underrepresented individuals and communities.

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engagement ring box

The cost of marriage: Money-related reasons couples wait

Jun 28, 2024 |RBC Wealth Management

A growing number of Americans are waiting to get married, with some couples choosing to skip the nuptials altogether to protect their wealth.

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ribbon and flower wedding decor

Wedding finances: How to pay for your child’s big day

Jun 28, 2024 |RBC Wealth Management

By planning ahead and setting clear money expectations, parents can help create a memorable celebration.

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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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woman holding paintbrush in page

Retirement planning at every age

Jun 28, 2024 |RBC Wealth Management

Follow these eight age-based retirement income planning guidelines and you'll be well on your way to the financially secure future you want.

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Tylar Lunke and Atul Bhatia

Audio commentary | U.S. debt dilemma: No quick fixes and no catastrophes

Jun 27, 2024 |Atul Bhatia, CFA and Tylar Lunke

Atul Bhatia and Tylar Lunke from the Portfolio Advisory Group discuss how to think about the role of government borrowing in the U.S. economy and the potential catalysts and impact of any shift toward U.S. fiscal balance.

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