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.

Tylar Lunke and Atul Bhatia

Audio commentary | U.S. debt dilemma: No quick fixes and no catastrophes

Jun 27, 2024 |Atul Bhatia, CFA and Tylar Lunke

Atul Bhatia and Tylar Lunke from the Portfolio Advisory Group discuss how to think about the role of government borrowing in the U.S. economy and the potential catalysts and impact of any shift toward U.S. fiscal balance.

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U.S. debt dilemma: No quick fixes and no catastrophes

Jun 26, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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The fine, frustrating U.S. equity rally

Jun 20, 2024 |Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Redder: Updating our U.S. Recession Scorecard

Jun 13, 2024 |Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Longevity: How science is extending healthspans

Jun 10, 2024 |RBC Wealth Management

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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