Your source for valuable insights

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

Capitol building at sunset

Midterms and the market: Welcome back, gridlock

Nov 18, 2022 |Kelly Bogdanova

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

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Beach with dark skies

What are the investment implications of a UK recession?

Nov 17, 2022 |Frédérique Carrier

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

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Insights into responsible investing - issue 9 cover

Using your family legacy to make a difference

Nov 16, 2022 |RBC Wealth Management

Giving money to charity; supporting causes you care about; making a positive name for your family in the community—there’s a lot of work that goes into developing a solid philanthropic giving plan, especially if the plan concerns your entire family.

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Person walking with umbrella against strong wind

What are the risks and opportunities in an unsettled investment environment?

Nov 10, 2022 |Joseph Wu, CFA

While there could be some positive surprises, a wide range of potential economic outcomes warrants a modestly defensive stance in portfolio positioning.

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Woman looking at charity website on computer

Making an impact: How to put your charity dollars to work

Nov 08, 2022 |RBC Wealth Management

Learn how to use a donor-advised fund to make a positive impact with your philanthropic giving.

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How donor - advised funds work - make a donation, support your favorite charities and grow the balance

Leaving a charitable legacy with donor advised funds

Nov 08, 2022 |RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

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Global Insights skyline

China’s 20th Party Congress charts a course through turbulence and transformation

Nov 07, 2022 |Jasmine Duan -Investment Strategist, RBC Investment Services (Asia) Limited

As China faces challenges to growth and development, we reflect on the outcome of the twice-a-decade gathering and what it means for investors.

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Federal Reserve building

How high must the Fed hike rates to fight inflation?

Nov 03, 2022 |Thomas Garretson, CFA

Many global central banks have taken the first steps in signaling a more cautious approach to rate hikes—except the Fed. The Fed now stands alone.

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Atul Bhatia and Tylar Lunke

Audio commentary: Not so concerning

Nov 01, 2022 |Atul Bhatia, CFA, and Tylar Lunke

The U.S. is the world’s largest debtor, and the combination of rising interest rates and trillions in U.S. government debt has left some investors a bit nervous.

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Beach House sign hanging on front door

Thinking about heading south for the winter? Tips for potential snowbirds

Nov 01, 2022 |RBC Wealth Management

Being a snowbird can have a positive impact on your quality of life, but there are numerous social, medical and financial implications to consider.

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