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.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
Protecting the future of a loved one with a disability helps to make sure their needs are met, no matter what happens down the road.
Explore responsible investing trends to watch for in 2025, growing physical climate risks, as well as an update on EVs and their environmental sustainability.
Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.
If you don't qualify for financial aid or needs-based grants, here are some strategies for navigating the multi-kid college crunch.
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
Second jobs or personal businesses, often called side hustles, side gigs or side businesses, are a growing trend. While side gigs may be secondary to your primary employment, many factors go into making them successful.
Helping children grow into independent adults requires mastery of important life skills, such as cooking and time management. A vital skill often overlooked is money management.
It pays to talk about money and your individual approach to finances with your partner before it can become an issue.
A recent wealth transfer survey conducted by RBC Wealth Management found that the key to a successful wealth transition to the next generation includes communication, heir preparedness and alignment of family values around the purpose of wealth.
