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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.

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Financial advisor and woman talking

Beyond red flags: a practical family guide to modern fraud

Fri Sep 25 16:12:00 GMT 2026 | Andy Foldenauer

This guide helps families build simple habits for checking unexpected money requests before anything moves including calls that use AI to sound like someone you know. It walks you through what to do before and after sending money, plus easy safeguard

Read more
Financial advisor and woman talking

Beyond red flags: a practical family guide to modern fraud

Fri Sep 25 16:12:00 GMT 2026 | Andy Foldenauer

This guide helps families build simple habits for checking unexpected money requests before anything moves including calls that use AI to sound like someone you know. It walks you through what to do before and after sending money, plus easy safeguard

Read more

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

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