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.

Wealth planning (10)

Working mom in home office with child

The cost of caregiving falls disproportionately on women

Oct 09, 2020 |RBC Wealth Management

Only 47 percent of female caregivers feel very confident about their financial circumstances. Learn why it is important to have a financial plan in place.

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Senior woman receiving financial help from her granddaughter

Managing the financial risks of dementia and cognitive decline

Oct 09, 2020 |RBC Wealth Management

Financial mistakes are among the initial indications of dementia. Learn how financial advisors can play a role to help identify some early warning signs.

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Senior father and son holding hands in page

The impact of cognitive decline on the Sandwich Generation

Oct 09, 2020 |RBC Wealth Management

The magnitude of caregiving can be greater than the cost of paying for college, but families rarely plan ahead for long-term care.

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Older woman looking at photo album with younger woman

100 years later: Economic gains and unfinished business of the 19th Amendment

Aug 17, 2020 |RBC Wealth Management

Women today have obtained more education, elevated careers, higher wages and greater personal wealth than their mothers and grandmothers before them.

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Business owners in times of crisis: How women can chart new careers

Aug 12, 2020 |RBC Wealth Management

Three female entrepreneurs who saw opportunity in inopportune times were rewarded for the risks they took.

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You’ve been named an executor? Tips for executing an estate plan

Jul 20, 2020 |RBC Wealth Management

Being named executor may be overwhelming at first, but with the following tips and help from professionals, you can successfully settle an estate.

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two women smiling while online shopping with credit card

How to turn unhealthy money mindsets into smart financial decisions

Jul 15, 2020 |RBC Wealth Management

Beliefs about spending and wealth often form during childhood and can fuel negative financial behaviors. Thankfully, these habits can be changed.

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Business women gather in office setting.

As women age with longevity on their side, the financial future is female

Jun 29, 2020 |RBC Wealth Management

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

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Power of the purse: How women can use their economic power to spend with purpose

Jun 28, 2020 |RBC Wealth Management

Household purchasing is largely controlled by women, and they often spend to support causes and products they value.

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Woman looking out window in office

Women's financial confidence 100 years after the right to vote

Jun 23, 2020 |RBC Wealth Management

Women contribute $7.6 trillion annually to the U.S. GDP and control the majority of purchasing power. Yet, there’s still a deficit in their financial confidence.

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