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.

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How my father’s dementia diagnosis woke me up to the real cost of care

Jun 09, 2026 |Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

Jun 09, 2026 |Frédérique Carrier

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

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American economic milestones: A look back at 250 years of U.S. financial history

Jun 08, 2026 |RBC Wealth Management

From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.

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Older woman cutting flowers in her garden

Reflecting on America’s 250th: What financial freedom means today and how to achieve it

Jun 08, 2026 |RBC Wealth Management

As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.

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China

China’s economy in a time of uncertainties

Jun 05, 2026 |Jasmine Duan

The country has seen a new driver of exports, and it has not been affected by the Middle East conflict to the extent of many others. This article assesses China’s current economic performance and the equity market outlook for the remainder of 2026.

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Emerging market equities: Making progress

May 28, 2026 |Joseph Wu, CFA

Emerging market (EM) equities have carried their momentum from 2025 into 2026, underpinned by tentative signs of a turning point in profitability, supportive macro themes, reasonable valuations, and broadening investor participation.

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How to help a senior family member who's been a target of financial fraud

May 28, 2026 |RBC Wealth Management

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

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May monthly executive briefing: A tale of two economies

May 28, 2026 |Frances Donald, Mike Reid, Carrie Freestone and Imri Haggin, RBC Economics

While the U.S. economy shows surprising resilience, persistent inflation and a growing energy shock threaten to widen the gap across sectors.

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College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 26, 2026 |RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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