Your source for valuable insights

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

2024 Tuition Madness

Tuition madness: Are you saving enough for college education goals?

Mar 18, 2024 |RBC Wealth Management

With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans.

Read more

Business women gather in office setting.

As women age with longevity on their side, the financial future is female

Mar 08, 2024 |RBC Wealth Management

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

Read more

Global Insight Monthly

The death of (traditional) value

Feb 07, 2024 |Kyle Bergacker, CFA

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

Read more

Field of windmills

Incorporating transition and carbon investing into your portfolio

Jan 16, 2024 |RBC Wealth Management

The sector of transition investing is rapidly growing. Businesses working to transition to net zero are preparing and adapting for future policy, legal and regulatory regimes, evolving consumer preferences, new technologies, etc.

Read more

Students in college classroom

Studying college tuition costs

Jan 16, 2024 |RBC Wealth Management

Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.

Read more

two investors looking at charts

Tax considerate planning may pay off during volatile markets

Jan 16, 2024 |RBC Wealth Management

Want some tax considerate wealth planning ideas to consider during volatile markets? See the new issue of Investor’s Edge to read the article.

Read more

Couple looking at blueprints of a house

Second homes, key considerations and risks

Jan 16, 2024 |RBC Wealth Management

Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.

Read more

Man with adult daughter looking at a computer

Leaving a charitable legacy with donor advised funds

Jan 08, 2024 |RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

Read more

TYwo people discussing finances

Financial elder abuse: Safeguarding senior and vulnerable clients

Dec 11, 2023 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

Read more

Oil field

How an ESG integrated portfolio can own oil, alcohol and tobacco

Nov 30, 2023 |RBC Wealth Management

Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields