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.

A man on a business phone call

What to do when your net worth is tied to one stock

Apr 06, 2026 |Alexander Friend

Is your wealth tied to a single stock? Discover strategies for managing concentrated stock positions and equity compensation for Raleigh executives.

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2026 Capital Gains Changes: What they mean for high earners

Apr 06, 2026 |Alexander Friend

The 2026 tax landscape is shifting. Learn how the One Big Beautiful Bill Act (OBBBA) impacts capital gains and tax planning for high earners.

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Calm man

Coping mechanisms for equity market volatility

Apr 02, 2026 |Kelly Bogdanova

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

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Man filling up his car at the pump

Global equity: Buckle up but don't give up

Apr 02, 2026 |RBC Wealth Management

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

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Ships

Iran war: De-escalating or escalating?

Mar 27, 2026 |Frédérique Carrier

The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead, and lessons history offers.

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Women, wealth and legacy: Three generations are redefining financial success

Mar 24, 2026 |RBC Wealth Management

Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact.

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Alphabet

Central bank alphabet soup

Mar 20, 2026 |Thomas Garretson, CFA

The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.

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Graduate with diploma hugging parents

College funding: It’s a family affair

Mar 13, 2026 |RBC Wealth Management

Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.

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Home improvement

The Federal Reserve’s imperfect toolbox

Mar 13, 2026 |Atul Bhatia, CFA

The U.S. central bank wields a powerful hammer with its ability to move interest rates. Despite its strength, though, we think the central bank is poorly suited to address key concerns arising from high oil prices and the rollout of AI.

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2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

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