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)

American flag flying in Washington DC

Top things to know about the U.S. elections

Oct 22, 2024 |RBC Wealth Management

The U.S. presidential election's impact on the stock market may be a concern, but historical election cycles offer reassurance to investors. Read the Investor’s Edge article on this timely topic.

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Laptop and cellphone with lock screen

Catch up to cybercrime

Oct 22, 2024 |RBC Wealth Management

Cybercrime is increasing, impacting many Americans, with billions in losses. Learn more, including tips, in the current Investor’s Edge newsletter.

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Young couple reviewing finances

Year-end planning tips

Oct 22, 2024 |RBC Wealth Management

If you've noticed signs of autumn in your neighborhood, it's time to prepare for year-end. Check out year-end financial tips in the new Investor's Edge.

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airport departure gate

The ideal winter vacation

Oct 22, 2024 |RBC Wealth Management

Escape the winter chill or find beauty in the season. Explore ideal winter vacation destinations in the latest Investor’s Edge newsletter.

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Man using computer at table

Do you know your options for taking required minimum distributions?

Oct 18, 2024 |RBC Wealth Management

For those who don’t need the extra income, there are several ways to strategically use your RMD funds.

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Advisors meeting with clients

Family offices shift outlook from caution to optimism

Sep 25, 2024 |RBC Wealth Management

For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several years of economic upheaval.

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Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Sep 10, 2024 |RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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musicians on stage at RBC event

Investing in the future: Creative programming makes financial education fun

Aug 23, 2024 |RBC Wealth Management

Young people are learning about the stock market, investing and personal finance through innovative activities and games.

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How high-net-worth individuals can mitigate cybersecurity risks to protect their assets

Aug 08, 2024 |RBC Wealth Management

Cybercrime can result in financial loss, reputational damage and data breaches.

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Father helping adult son move

Tips for helping your children buy a home without impacting your retirement

Jul 29, 2024 |RBC Wealth Management

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.

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