Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

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High-net-worth cybersecurity: Protect your wealth and reputation against online threats

Nov 11, 2025 |RBC Wealth Management

Understand common cybercrime tactics and strategies to safeguard your digital privacy, security and legacy.

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Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

Nov 07, 2025 |Joseph Wu, CFA

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

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Detour sign Global Insight Monthly November 2025

Five disruptors to the U.S. economic cycle

Nov 05, 2025 |Frances Donald, Mike Reid, and Carrie Freestone

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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Medicare: The ABCs (and Ds) of health insurance

Nov 04, 2025 |RBC Wealth Management

Medicare coverage can be a confusing topic with an alphabet soup of options. Starting with the basics can help make sense of it all.

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stocks

The ABC's of Stock Compensation

Oct 31, 2025 |Compass Private Wealth Advisors

Stock compensation can be financially beneficial, but also confusing. We’re here to help eliminate the confusion associated with this form of compensation.

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The Art and Science of Wealth Transfer: A Multipart Series

Oct 31, 2025 |Compass Private Wealth Advisors

Important topics to consider when transferring assets to the next generation.

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The Art of Wealth Transfer and Questions to Consider: Part 2

Oct 31, 2025 |Compass Private Wealth Advisors

Wealth transfer is a difficult and emotional process. Consider the following topics as you begin to create your wealth transfer plan.

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Cars in fog

The Fed raises the bar for lower rates

Oct 30, 2025 |Thomas Garretson, CFA

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

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Four ways to use life insurance in your wealth planning

Oct 29, 2025 |RBC Wealth Management

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

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Nurse sitting with a client

Plan ahead for potential long-term care expenses

Oct 29, 2025 |RBC Wealth Management

The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.

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