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.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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Family gathers for dinner around a table

Daily Habits for Your Health and Finances

Jul 10, 2020 |Peter Alepra

When my clients describe their ideal retirement, the most common responses are “healthy”, “comfortable“ and “secure.” Typically most successful retirees find ways to align.

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Why investors shouldn’t be spooked by Q2 earnings

Jul 10, 2020 |Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

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Nicole Dunham and James Man discuss fixed income reinvestment risk on this audio commentary.

Fixed Income reinvestment risk - an underappreciated hazard

Jul 10, 2020 |RBC Wealth Management

Nicole Dunham, Director, Fixed Income Business Development joins James Mann, Head, U.S. Fixed Income Strategies to discuss fixed income reinvestment risk, which has been an underappreciated hazard for the greater part of the past forty years.

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