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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Unlocking your company’s worth: A guide to valuation for business owners

 Feb 07, 2025 |RBC Wealth Management

A valuation can help you improve operations today, as well as help you prepare for a future sale.

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The U.S. deficit, interest rates, and private sector interplay

 Feb 06, 2025 |Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Tariffs’ leverage extends far beyond trade

 Feb 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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How to incorporate Responsible Investing into annual planning

 Feb 04, 2025 |RBC Wealth Management

Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.

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Man filing taxes on laptop

Filing your taxes: Protect yourself from fraud during tax season

 Feb 03, 2025 |RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

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