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.

Big Tech is driving the market’s gains: What it means

Aug 06, 2020 |Kelly Bogdanova

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

Read more

Gold bars sitting on top of market charts

The outlook for gold prices in a volatile world

Aug 04, 2020 |Richard Tan, CFA

Gold has reached new highs against a backdrop of economic uncertainty. We look at its future prospects in light of economic stimulus and macro trends.

Read more

Grandpa reading to grandkids

The emotional transition to retirement

Aug 04, 2020 |Peter Alepra

Most people focus on preparing financially for retirement, but the emotional aspect of retirement should not be overlooked.

Read more

How long will the economic recovery take?

Jul 31, 2020 |Kelly Bogdanova

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

Read more

Doctor working with mobile tablet

Investor trends: Is telemedicine the way of the future?

Jul 29, 2020 |Gopa Nair, CFA

As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.

Read more

Are preferred shares right for your portfolio?

Jul 24, 2020 |Thomas Garretson, CFA

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

Read more

Father and son working on an engine

The Reasoning Behind Common Investor Mistakes

Jul 22, 2020 |Peter Alepra

At some point, most of us have committed a costly investor mistake...understanding why we do these things may help avoid the typical investing pitfalls.

Read more

businessman reading contract documents at desk

You’ve been named an executor? Tips for executing an estate plan

Jul 20, 2020 |RBC Wealth Management

Being named executor may be overwhelming at first, but with the following tips and help from professionals, you can successfully settle an estate.

Read more

How much does the president influence financial markets?

Jul 17, 2020 |Kelly Bogdanova

The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.

Read more

two women smiling while online shopping with credit card

How to turn unhealthy money mindsets into smart financial decisions

Jul 15, 2020 |RBC Wealth Management

Beliefs about spending and wealth often form during childhood and can fuel negative financial behaviors. Thankfully, these habits can be changed.

Read more

Let's take the next step

If anything you've read here inspires an investment idea or you'd like to discuss a topic in more detail, please contact us.
Contact us