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.

Waiting

You can wait-and-see everything

Oct 30, 2026 |Thomas Garretson, CFA

The Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.

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Tanker

Middle East: Ongoing conflicts, inescapable effects

Oct 23, 2026 |Kelly Bogdanova

While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.

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multigenerational family meal

Four ways to pass down your family home to your children

Oct 22, 2026 |RBC Wealth Management

Key considerations for choosing how to transfer your family home to the next generation.

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Stock market guy

Equity bull cycle intact but rising rates and deteriorating breadth are a concern

Oct 08, 2026 |Robert Sluymer, CFA

The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.

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Federal Reserve building with blue sky

Long bonds light a short fuse

Oct 08, 2026 |Thomas Garretson, CFA

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

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How electric power is increasingly becoming a constraint on U.S. economic growth

Oct 02, 2026 |Tyler Frawley, CFA

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.

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Formal ribbon cutting

Leaving a charitable legacy with donor advised funds

Oct 02, 2026 |RBC Wealth Management

How families are turning to donor-advised funds to support their long-term charitable giving goals.

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Woman walking among skyscrapers

From caution to confidence: How family offices are reshaping their strategies in 2026

Sep 29, 2026 |RBC Wealth Management

Strong 2025 returns and easing wealth-transfer pressures give family offices renewed confidence for the years ahead.

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European flags in front of headquarters

Europe: Filtering out the noise

Sep 25, 2026 |Frédérique Carrier – London

The European economy has been surprisingly resilient, though the European Central Bank (ECB) is alert to the risk of rising natural gas prices. Given the crowded political agenda ahead, we explore where political noise could create opportunities.

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Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Tuition Madness 2026 graphic


Do you have a game plan for college costs?

Check out the 2026 Tuition madness brackets, which feature the projected four-year tuition costs for each team in the NCAA® men’s and women’s basketball tournaments. Any surprises? Let’s discuss your education funding goals today.

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your traditional or Roth IRA contributions. You can make your 2025 contributions until April 15, 2026, and you may lower your tax bill. If you are under 50, you can maximize your IRA contributions up to $7,000. If you are 50 and older, you can contribute up to $8,000. You can also start your contributions for tax year 2026, where contribution limits are $7,500 if you're under 50 and $8,600 if you are age 50 or older.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact me to discuss the possibility of maximizing your 2025 traditional and Roth IRA contributions before April 15, 2026.