Insights

You’ve spent years building a portfolio. So why sell it the moment opportunity comes knocking?

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

It may feel like you’re still getting started on your savings when you hit your 30s, but being in a lower tax bracket can be beneficial for future growth.

Here’s a question most people never think to ask their financial advisor: Does it make sense to live where I currently live?

Has a concentrated position become an unmanaged risk in your portfolio

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations?