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.

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How my father’s dementia diagnosis woke me up to the real cost of care

 Jun 09, 2026 |Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

 Jun 09, 2026 |Frédérique Carrier

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

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American economic milestones: A look back at 250 years of U.S. financial history

 Jun 08, 2026 |RBC Wealth Management

From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.

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Reflecting on America’s 250th: What financial freedom means today and how to achieve it

 Jun 08, 2026 |RBC Wealth Management

As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.

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China’s economy in a time of uncertainties

 Jun 05, 2026 |Jasmine Duan

The country has seen a new driver of exports, and it has not been affected by the Middle East conflict to the extent of many others. This article assesses China’s current economic performance and the equity market outlook for the remainder of 2026.

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Emerging market equities: Making progress

 May 28, 2026 |Joseph Wu, CFA

Emerging market (EM) equities have carried their momentum from 2025 into 2026, underpinned by tentative signs of a turning point in profitability, supportive macro themes, reasonable valuations, and broadening investor participation.

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How to help a senior family member who's been a target of financial fraud

 May 28, 2026 |RBC Wealth Management

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

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May monthly executive briefing: A tale of two economies

 May 28, 2026 |Frances Donald, Mike Reid, Carrie Freestone and Imri Haggin, RBC Economics

While the U.S. economy shows surprising resilience, persistent inflation and a growing energy shock threaten to widen the gap across sectors.

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Think you're too late for a 529 plan? Think again

 May 26, 2026 |RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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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.

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