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.

Close-up of someone holding a tablet and phone watching the market index on a balcony at night

Market overview: More but less

Dec 02, 2025 |Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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Global Insight - Bird's eye view of New York City

Quarter-century crossroads

Dec 02, 2025 |Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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Keep your holiday shopping merry by warding off fraudsters

Nov 21, 2025 |RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for cybercriminals.

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Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

Nov 20, 2025 |RBC Wealth Management

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

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Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025 |RBC Wealth Management

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

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Young woman on her phone on her laptop with boxes behind her

Key items to consider when you own a business

Nov 18, 2025 |RBC Wealth Management

What are some big-picture, future-focused considerations for every business owner? Find out in this Investor’s Edge newsletter article.

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New Investors’ Nook: How to approach investing when you’re young

Nov 18, 2025 |RBC Wealth Management

Do you know the two foundational wealth planning principles for young investors? Find out in the Investor’s edge newsletter for fall 2025.

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Football sitting on a field

How to score a touchdown with your wealth planning in four steps

Nov 18, 2025 |RBC Wealth Management

Just as a football team needs a solid game plan to succeed, you need a strategic wealth plan to help achieve your financial goals.

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Retired couple walking on the beach with their dog

Do you know your options for taking RMDs?

Nov 18, 2025 |RBC Wealth Management

It’s essential to understand the many options surrounding required minimum distributions (RMDs) from your traditional individual retirement accounts (IRAs) and employer-sponsored retirement plans.

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The White House

Power tools

Nov 14, 2025 |Atul Bhatia, CFA

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

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