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
Man looking out the window on a rainy day

How to prepare for natural disasters: Increase your financial resilience in case the unthinkable happens

 Mar 24, 2025 |RBC Wealth Management

Four financial must-haves to help safeguard your assets against the unexpected.

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Couple meeting with financial advisor

Unraveling the uncertainties facing stock markets

 Mar 20, 2025 |Kelly Bogdanova

To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds.

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2025 Tuition madness

Tuition madness: Are you saving enough for college education goals?

 Mar 17, 2025 |RBC Wealth Management

With the March NCAA® basketball tournaments upon us, take a look at the cost to attend these colleges and universities for the next four years. Do you have the right plan in place to support your students on their postsecondary journey?

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Container ship docking with tug boats

Tariffs: Bracing for market impact

 Mar 12, 2025 |Joseph Wu, CFA and Josh Nye

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. What approach should investors take?

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calculator and tax form

What you can do to mitigate tax surprises every year

 Mar 07, 2025 |RBC Wealth Management

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

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A young adult and middle aged person drinking coffee outdoors

Mapping out your retirement income

 Feb 25, 2025 |RBC Wealth Management

How do you picture retirement? Prepare for retirement and prioritize your goals.

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Man working on laptop

Eight common crypto scams and how to spot them

 Feb 25, 2025 |RBC Wealth Management

Investing in cryptocurrency carries considerable risk and is a ripe environment for scammers.

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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...

Read more
Business man looking at documents

Unlocking your company’s worth: A guide to valuation for business owners

 Feb 07, 2025 |RBC Wealth Management

A valuation can help you improve operations today, as well as help you prepare for a future sale.

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Man filing taxes on laptop

Filing your taxes: Protect yourself from fraud during tax season

 Feb 03, 2025 |RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

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