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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.

Thanksgiving table setting

The benefits of a financial chat over the holidays

 Oct 24, 2025 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Three warehouse workers chatting in a warehouse

ESOP 101: How Employee Stock Ownership Plans can provide a tax-advantaged exit for business owners

 Oct 22, 2025 |RBC Wealth Management

Discover how an ESOP could help you transition to retirement smoothly, reward employees and preserve your legacy.

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Globe

How BRICS sees the world

 Oct 02, 2025 |Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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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

Long bonds light a short fuse

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

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