Your source for valuable insights

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

Man looking out window into fog

Is Fed policy entering a new phase?

Jul 28, 2022 |Thomas Garretson, CFA

Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.

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Young woman on luxury airplane looking out window

Financial strategies for millennials managing a sudden windfall

Jul 26, 2022 |RBC Wealth Management

Newfound wealth affords endless opportunities—but in order to protect your assets, you need to take time to plan.

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two daughters baking

Family members with disabilities need special planning

Jul 20, 2022 |RBC Wealth Management

Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.

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