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.

The mindblowing stats of business transitions

Fri Jan 30 16:47:00 GMT 2026 | Bruce Gelfand

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

The mindblowing stats of business transitions

Fri Jan 30 16:47:00 GMT 2026 | Bruce Gelfand

Read more
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.

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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
Advisor meeting with young couple

Four strategies to prepare your portfolio for market volatility

 Feb 15, 2025 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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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

 Feb 10, 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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Older woman working on a tablet

Business owner? What’s your retirement plan?

 Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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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

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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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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