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.

Bank facade

A crisis for a few banks is not a banking crisis

Mar 24, 2023 |Atul Bhatia, CFA

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

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Lambs

Will the market volatility that came in like a lion go out like a lamb?

Mar 23, 2023 |Thomas Garretson, CFA

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

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Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Mar 22, 2023 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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Kelly Bogdanova and Tylar Lunke

Audio commentary: Knock-on effects from SVB’s collapse

Mar 20, 2023 |Kelly Bogdanova and Tylar Lunke

Following the downfall of Silicon Valley Bank, a large Swiss financial institution has nearly failed, adding to stress in the financial system.

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Female athlete with injured ankle

Could struggling banks drag down the economy?

Mar 17, 2023 |Kelly Bogdanova

The Silicon Valley Bank collapse brought financial system stresses to the surface. We look at knock-on effects and economic and market implications.

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View of Silicon Valley

Silicon Valley Bank collapse: Reverberations and reactions

Mar 14, 2023 |Kelly Bogdanova

As SVB’s demise roils markets, we examine the regulators’ fast action and what the “costs” of that may be, as well as implications for Fed rate hikes.

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2023 RBC Wealth Management Tuition Madness

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

Mar 13, 2023 |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.

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Two people processing orders for shipping

Why the Fed is sounding more hawkish—and should it be?

Mar 09, 2023 |Atul Bhatia, CFA

As the Fed signals more rate hikes ahead, we look at the prospects for further aggressive tightening and whether the Fed may be missing the mark.

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Celebrating the power of women - International Women's Day

Power of the purse: How women can use their economic power to spend with purpose

Mar 08, 2023 |RBC Wealth Management

This International Women’s Day, we’re celebrating the power of women. Learn how women can use their economic power to better the world.

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Insights into Responsible Investing Newsletter

2023 trends for responsible investing

Mar 07, 2023 |RBC Wealth Management

As the ESG and responsible investing industry continues to mature, it’s important to look at the trends and opportunities for 2023. Here are some of the challenges and drivers for growth within the space.

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