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.

Wealth planning (10)

Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Mar 22, 2023 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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2023 RBC Wealth Management Tuition Madness

Tuition madness: Are you saving enough for college education goals?

Mar 13, 2023 |RBC Wealth Management

With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans.

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Celebrating the power of women - International Women's Day

Power of the purse: How women can use their economic power to spend with purpose

Mar 08, 2023 |RBC Wealth Management

This International Women’s Day, we’re celebrating the power of women. Learn how women can use their economic power to better the world.

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Insights into Responsible Investing Newsletter

2023 trends for responsible investing

Mar 07, 2023 |RBC Wealth Management

As the ESG and responsible investing industry continues to mature, it’s important to look at the trends and opportunities for 2023. Here are some of the challenges and drivers for growth within the space.

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Woman working at coffee table

Donor-advised funds: How to overcome the complexity of giving and put your DAFs to work

Feb 17, 2023 |RBC Wealth Management

These five tactics will help DAF holders put more charitable dollars into the field and fulfill the expectations of their roles as philanthropists.

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Why the SECURE 2.0 Act can be good news for retirement planning

Jan 30, 2023 |RBC Wealth Management

Consider these changes as you make adjustments to your retirement savings plans.

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Man working on laptop at coffee shop

Thinking of starting a side hustle? Seven questions to ask

Jan 18, 2023 |RBC Wealth Management

More and more Americans are starting side businesses for extra financial security or to build wealth through passive income.

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parents reading to toddler

Three steps for new parents to build a strong financial future

Jan 05, 2023 |RBC Wealth Management

When your family is growing, take time to plan for future financial security.

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How to start gifting during your lifetime

Dec 16, 2022 |RBC Wealth Management

Holding on to your wealth until death may not be the best strategy for guiding your heirs. Learn more about giving while living.

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Woman writing Christmas cards

Want to make financial gifts to family or charity? Here’s how

Dec 15, 2022 |RBC Wealth Management

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

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