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

Better Hiring for Better Business Value

May 13, 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

Businessman shopping

The Fed and its dueling dual mandate

May 09, 2025 |Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Women looking at art in a museum

Investing in art: What to know about turning a passion into a purposeful wealth strategy

May 08, 2025 |RBC Wealth Management

Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.

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Two graduates embracing

Managing multiples: College financing strategies for more than one child

May 08, 2025 |RBC Wealth Management

If you don't qualify for financial aid or needs-based grants, here are some strategies for navigating the multi-kid college crunch.

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Advisor meeting with clients

Alternative investments are becoming more accessible to investors—here’s what to know

May 08, 2025 |RBC Wealth Management

Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.

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woman working

Making a side hustle worth the hustle

May 06, 2025 |RBC Wealth Management

Second jobs or personal businesses, often called side hustles, side gigs or side businesses, are a growing trend. While side gigs may be secondary to your primary employment, many factors go into making them successful.

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Child and parent with piggybank

Raising financially savvy youth

May 06, 2025 |RBC Wealth Management

Helping children grow into independent adults requires mastery of important life skills, such as cooking and time management. A vital skill often overlooked is money management.

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Bride and groom on beach

Financial tips before saying "I do"

May 06, 2025 |RBC Wealth Management

It pays to talk about money and your individual approach to finances with your partner before it can become an issue.

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Daughter and father reviewing finances

A new era of wealth transfer

May 06, 2025 |RBC Wealth Management

A recent wealth transfer survey conducted by RBC Wealth Management found that the key to a successful wealth transition to the next generation includes communication, heir preparedness and alignment of family values around the purpose of wealth.

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Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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