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
Couple holding hands walking in marina

Are you prepared for the sunsetting tax laws?

 Jul 23, 2024 |RBC Wealth Management

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

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Advisor meeting with couple

AI is no match for the human connection

 Jul 23, 2024 |RBC Wealth Management

Artificial Intelligence (AI) is no match for the human connection in wealth management. Read more in the current issue of Investor’s Edge.

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Business owners discussing finances

Meeting the needs of family businesses

 Jul 23, 2024 |RBC Wealth Management

Because your business may be your largest investment, financial guidance is recommended through all stages. Read the Investor’s Edge article on meeting the needs of family businesses.

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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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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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stacks of dollars - global insight cover image

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

 Jun 26, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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Couple meeting with advisor at home

Streamline your savings: The strategic benefits of consolidating retirement accounts

 Jun 12, 2024 |RBC Wealth Management

Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.

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Innovations web feature image

Longevity: How science is extending healthspans

 Jun 10, 2024 |RBC Wealth Management

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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Senior couple looking at a laptop together

Retirement income planning should include tax-diversification strategies

 Apr 18, 2024 |RBC Wealth Management

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

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Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

 Apr 15, 2024 |RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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