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.

Wealth planning (10)

Hands holding a crafted heart

Share your wealth wisely with gift-giving strategies

Apr 15, 2024 |RBC Wealth Management

Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.

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Man reviewing market information

Turbulent times call for calm, focused money management

Apr 15, 2024 |RBC Wealth Management

Turbulent markets often lead people to worry about their financial security, so it’s important to gut-check your emotions and remain calm and disciplined in your approach to investing.

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Green moss and evergreen tree sprig

Biodiversity: Invest in the world's most valuable asset

Apr 15, 2024 |RBC Wealth Management

At first glance, biodiversity may seem like an out-of-place topic when it comes to investing. In recent years, however, it has become clear that biodiversity and nature loss pose potential systemic risks to society, business and the economy.

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New Baby Financial Checklist

New Baby Financial Checklist

Apr 04, 2024 |Laura Herrera

Laura Herrera discusses the key financial items that families may want to review when welcoming a new child

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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.

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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.

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My family and me at my college graduation - Williamsburg, VA

Financial Lessons for Young Professionals

Jan 05, 2024 |Catharine Weber

Financial advisor Cat Weber reflects on her first year with the Hershey Group and shares the steps for creating a foundation for successful investing

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Charitable giving for the greater good

Charitable giving for the greater good

Dec 02, 2022 |Gerry Spessard

Charitable giving can be a powerful financial tool. Gerry Spessard discusses how contributing to the causes that matter most to you can also potentially lower your tax bill.

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Quick Facts about Social Security and Medicare

Quick Facts about Social Security and Medicare

Oct 24, 2022 |Laura Herrera

You may have questions about the role Social Security and Medicare will play in your retirement planning. Our team of advisors provides some quick highlights from our recent client seminar on the topic.

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Back to School, Back to Basics

Back to School, Back to Basics

Aug 30, 2022 |Laura Herrera

School is back in session as Laura Herrera shares the five basic principles of successful investing.

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