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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.

Brian Ford RBC Heritage

Everyone needs a good caddy now and then!

 May 01, 2024 |Brian T. Ford, CFP®

Brian explores the similarities of being a golf caddy and a financial advisor and how both involve providing guidance and support to clients.

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Featured

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

Scams no longer come with obvious warning signs. This guide offers a simple routine for checking unexpected requests before money moves, ways to make it easier for a family member to ask for help, and account safeguards worth considering.

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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

Scams no longer come with obvious warning signs. This guide offers a simple routine for checking unexpected requests before money moves, ways to make it easier for a family member to ask for help, and account safeguards worth considering.

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.

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