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.

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Business professionals engaged in a strategy discussion around a conference table.

Retirement Plan Revolution

Thu Jul 10 13:52:00 GMT 2025 | Bruce Gelfand

This change is going to dramatically alter the way companies deal with plan responsibilities and drastically reduce the time needed to manage a successful plan.

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Business professionals engaged in a strategy discussion around a conference table.

Retirement Plan Revolution

Thu Jul 10 13:52:00 GMT 2025 | Bruce Gelfand

This change is going to dramatically alter the way companies deal with plan responsibilities and drastically reduce the time needed to manage a successful plan.

Read more
Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more
Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

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A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

Retirement plans: Creating a sponsor friendly, appreciated benefit

 Oct 28, 2024 |Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

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Elderly woman laughing with nurse

Plan ahead for potential long-term care expenses

 Oct 28, 2024 |RBC Wealth Management

The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.

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cost of healthcare in retirement abstract

The real cost of health care in retirement

 Oct 24, 2024 |RBC Wealth Management

Planning ahead can help take the sting out of future medical bills.

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Laptop and cellphone with lock screen

Catch up to cybercrime

 Oct 22, 2024 |RBC Wealth Management

Cybercrime is increasing, impacting many Americans, with billions in losses. Learn more, including tips, in the current Investor’s Edge newsletter.

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Man using computer at table

Do you know your options for taking required minimum distributions?

 Oct 18, 2024 |RBC Wealth Management

For those who don’t need the extra income, there are several ways to strategically use your RMD funds.

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solo climber on mountain peak

The price of Fed rate cut success is steep, but not too steep

 Oct 03, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

 Sep 10, 2024 |RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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global Insight - woman holding phone with charts

Global equity: Offense still on the field; defense ready for the call

 Aug 09, 2024 |Jim Allworth

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

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Father helping adult son move

Tips for helping your children buy a home without impacting your retirement

 Jul 29, 2024 |RBC Wealth Management

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.

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Wine glass in front of wine rack

Exploring fine wine as an investment

 Jul 23, 2024 |RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

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