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.

Featured

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
Thanksgiving table setting

The benefits of a financial chat over the holidays

Oct 24, 2025 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Three warehouse workers chatting in a warehouse

ESOP 101: How Employee Stock Ownership Plans can provide a tax-advantaged exit for business owners

Oct 22, 2025 |RBC Wealth Management

Discover how an ESOP could help you transition to retirement smoothly, reward employees and preserve your legacy.

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Globe

How BRICS sees the world

Oct 02, 2025 |Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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