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.

Wealth planning (10)

Mother working at computer

The cost of caregiving falls disproportionately on women

Nov 15, 2023 |RBC Wealth Management

When an Alzheimer’s diagnosis is made, women tend to be caregivers for the patients—often resulting in a financial setback for those females.

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Family members with disabilities need special planning

Nov 08, 2023 |RBC Wealth Management

Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.

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Elderly woman laughing with nurse

Plan ahead for potential long-term care expenses

Nov 06, 2023 |RBC Wealth Management

While maintaining independence for as long as possible remains a top priority for most Americans, the majority will need some level of housing and care support as they age. The good news is, there's variety of options to meet almost every need.

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Retirement planning at every age

Oct 26, 2023 |RBC Wealth Management

Follow these eight age-based retirement income planning guidelines and you'll be well on your way to the financially secure future you want.

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Thriving during adversity

Jan 26, 2021 |Peter Alepra

As the New Year begins, by realizing we have overcome months of adversity, this provides a roadmap for dealing with any new challenges in front of us.

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The process of comfort based planning

Jan 20, 2021 |Peter Alepra

The Process of Comfort Based Planning starts with a customized plan...by identifying risk and return expectations along with your overall life goals.

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Gold at an all-time high—buy-sell-or wear it?

Nov 12, 2020 |Peter Alepra

Gold continues to make headlines with its rollercoaster ride. Mixed information can cause confusion when considering it as a possible investment.

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The "burden" of money

Oct 28, 2020 |Peter Alepra

Often situations arise where clients are faced with the “new” responsibility of making investment decisions such as inheritances, 401k’s, divorce settlements.

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Approaching retirement in today’s world

Sep 28, 2020 |Peter Alepra

The coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement. People who are fortunate enough to be….

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Dealing with short-term market volatility

Sep 18, 2020 |Peter Alepra

Over the last few months, we’ve become far too accustomed to it. Stocks down triple digits one day and up the same amount or more the next day….

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