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.

Elderly woman laughing with nurse

Plan ahead for potential long-term care expenses

Oct 28, 2024 |RBC Wealth Management

The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.

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Kazan, Russia

Bigger BRICS: Building a multipolar world?

Oct 25, 2024 |Kelly Bogdanova

Our ongoing “Worlds Apart” series looks at the just-concluded BRICS summit and how the group aims to rebalance the global order. We believe the shift to a multipolar, more fragmented world argues for viewing portfolio allocations through a different

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cost of healthcare in retirement abstract

The real cost of health care in retirement

Oct 24, 2024 |RBC Wealth Management

Planning ahead can help take the sting out of future medical bills.

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Multi-generational family walking on boardwalk

Four ways to use life insurance in your wealth planning

Oct 24, 2024 |RBC Wealth Management

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

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Advisor meeting with clients

Alternative investments are becoming more accessible to investors—here’s what to know

Oct 24, 2024 |RBC Wealth Management

Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.

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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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