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.

Boardroom meeting

So far, so good—sort of—for U.S. earnings season

Apr 27, 2023 |Kelly Bogdanova

S&P 500 companies are beating earnings projections by a healthy margin. But investors should consider the caveats.

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Senior couple preparing food at home

These healthy habits can help protect your financial future

Apr 27, 2023 |RBC Wealth Management

As you plan for retirement, it's important to consider both your finances and your health; doing so will help protect your nest egg—and your well-being.

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Human hand with U.S. currency

Is the U.S. dollar still a viable reserve currency?

Apr 20, 2023 |Atul Bhatia, CFA

We explain why we believe it will be status quo for the currency despite reports to the contrary.

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Father raising daughter in the air while playing.

Allowances and piggy banks: Tips for raising financially savvy kids

Apr 19, 2023 |RBC Wealth Management

Why it's never too early to teach financial literacy concepts to your child.

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RBC tower

Special Report: Fixing the crack in the ceiling

Apr 18, 2023 |Atul Bhatia, CFA

By almost any measure, the debt ceiling has been a costly failure. We think a new mechanism can be created to clarify the policy trade-offs and reduce costly politics.

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Business woman looking at papers in office with sunset in background

The great tax sunset is coming. Are you prepared?

Apr 17, 2023 |Angie O'Leary, Bill Ringham

With significant changes on the horizon, taxpayers should think more urgently about their estate and income tax planning.

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Girl looking at coins saved in a jar.

Five steps for raising financially confident girls

Apr 17, 2023 |RBC Wealth Management

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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Investors reviewing stocks

A recession is here – but not that kind

Apr 13, 2023 |Kelly Bogdanova

While investors have been debating about an economic recession, an earnings recession has already settled in. We examine how this may play out.

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Father walking with children through cattle barn

Be prepared: Insights for farm succession planning

Apr 12, 2023 |RBC Wealth Management

These are the financial issues specific to farm and ranch owners that can impact their succession plans.

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Empty office space

What are the next risks for markets, and can they be contained?

Apr 06, 2023 |Frédérique Carrier

After the recent banking woes, attention has turned to other potential pressures. We take stock of some vulnerabilities and the investment implications.

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