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.
There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.
One of the many examples where our community values shine through is with the MLS All-Star Hometown Heroes Showcase presented by RBC Wealth Management.
The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.
Experience-based travel is increasingly popular among high-net-worth families. Learn how to prioritize travel in your wealth plan.
Family discussions should start early to successfully pass down both wealth and values.
Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan
Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.
The U.S. government’s fiscal outlook can no longer be ignored.
We continue to be constructive on China and Japan equities, notwithstanding lingering trade risks with the U.S. In fixed income corporates, we prefer higher-quality credits.
