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.

ESG newsletter Insights into responsible investing Q3

Making the most of ESG data and scores

Aug 16, 2022 |RBC Wealth Management

As ESG investing gains interest, so do the ESG scores and ratings. Yet ESG data needs discernment. Financial and investment advisors can help investors.

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Summer events shaping the outlook for the UK and Europe

Aug 11, 2022 |Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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As earnings go, so goes the market

Aug 05, 2022 |Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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How might markets handle rising geopolitical heat?

Aug 04, 2022 |Kelly Bogdanova

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

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Man looking out window into fog

Is Fed policy entering a new phase?

Jul 28, 2022 |Thomas Garretson, CFA

Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.

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Young woman on luxury airplane looking out window

Financial strategies for millennials managing a sudden windfall

Jul 26, 2022 |RBC Wealth Management

Newfound wealth affords endless opportunities—but in order to protect your assets, you need to take time to plan.

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Stay engaged with ESG investing through proxy votes

Jul 22, 2022 |RBC Wealth Management

Paying attention is key: By staying informed, investors and shareholders can participate in the proxy voting process.

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Skyscrapers from street level

Not your average earnings season

Jul 21, 2022 |Kelly Bogdanova

Investors will need to look deeper at earnings results for possible clues about the path forward.

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two daughters baking

Family members with disabilities need special planning

Jul 20, 2022 |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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Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

Jul 15, 2022 |Angie O'Leary

Major changes aren't necessary, but a mid-year review can be a perfect time to reassess your financial strategy.

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