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.

Senior woman smiles at advisor

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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Looking up at high rise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Jan 26, 2023 |Kelly Bogdanova

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

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U.S. Capitol dome at night

As the U.S. hits the debt ceiling, what’s next for financial markets?

Jan 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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Runners in the rain

Why U.S. small and midcaps are further along on the road to recovery

Jan 20, 2023 |Kelly Bogdanova

With U.S. equities starting off the year on the right foot, we see six reasons why small and midcaps look more attractive than large caps.

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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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Two people looking at the sea

What’s ahead for investors as economic trends change in 2023?

Jan 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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Mature man in factory using laptop

What are the consequences of unusually slow economic growth for equity investing?

Jan 09, 2023 |Jim Allworth

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing.

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Janet Engels and Tylar Lunke

Audio commentary - 2023: A new year and a tug of war

Jan 05, 2023 |Janet Engels and Tylar Lunke

Tylar and Janet discuss what will influence markets in 2023, telling us the worst is probably behind us but that volatility will remain.

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Tokyo pedestrians at sunset

Global implications of the Bank of Japan’s yield policy shift

Jan 05, 2023 |Frédérique Carrier

A change can affect more than meets the eye; we take a closer look.

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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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