Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Bride and groom on beach

Financial tips before saying "I do"

May 06, 2025 |RBC Wealth Management

It pays to talk about money and your individual approach to finances with your partner before it can become an issue.

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Daughter and father reviewing finances

A new era of wealth transfer

May 06, 2025 |RBC Wealth Management

A recent wealth transfer survey conducted by RBC Wealth Management found that the key to a successful wealth transition to the next generation includes communication, heir preparedness and alignment of family values around the purpose of wealth.

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Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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Graduate after graduation

College funding: It's a family affair

May 01, 2025 |RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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Mother and teen daughter discuss finances

College or retirement? How to save for your child’s future without disrupting yours

Apr 24, 2025 |RBC Wealth Management

Why saving for retirement should be a priority over paying for a child's education.

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couple meeting with financial advisor

Wealth planning considerations to help protect your portfolio from market turbulence

Apr 17, 2025 |RBC Wealth Management

How investors react during periods of decline is critical to their long-term success.

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Social Security Benefits While Working

Social Security Benefits While Working - CLICK TO WATCH

Mar 25, 2025 |Nora Yousif

Financial Advisor Nora Yousif CFP®, CDFA®, of Empower House Financial Group, shares how you can maximize Social Security benefits, even while you're still working.

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Advisor meeting with young couple

Four strategies to prepare your portfolio for market volatility

Feb 15, 2025 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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Nora looking at social security guide

Social Security and Widowhood - CLICK TO WATCH

Jan 14, 2025 |Nora Yousif

Financial Advisor Nora Yousif CFP®, CDFA®, of Empower House Financial Group, has the inside track on surviving spousal Social Security benefits for widows wondering where to start.

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Older woman working on a tablet

Business owner? What’s your retirement plan?

Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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