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.

College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Jul 20, 2026 |RBC Wealth Management

Learn how 529s can be an effective tool to build a college fund for today and the future.

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AI datacenter

The commoditization of AI models and compute

Jul 10, 2026 |Tyler Frawley, CFA

Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

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Mature couple looking at a computer discussing taxes

Thinking of moving to a different state for lower taxes? Here’s what you need to know before relocating

Jul 09, 2026 |RBC Wealth Management

Tax savings can be a powerful motivator for moving states, but it’s not the only factor to consider.

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Hand analyzing stock market data

What is an IPO? A look at initial public offerings and how they work

Jul 03, 2026 |the Inspired Investor Team, RBC Direct Investing

Discover the mechanics of IPO investing, from understanding share allocation to researching new listings.

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Semiconductors

First-half 2026 equity recap: Leadership comes in different forms

Jul 02, 2026 |Kelly Bogdanova

While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.

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woman shopping in supermarket

June Monthly Exec Briefing: U.S. consumer bruised by persistent inflation

Jun 29, 2026 |Frances Donald, Mike Reid, Carrie Freestone and Imri Haggin, RBC Economics

Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.

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Tankers

U.S./Iran: After the “truce”

Jun 26, 2026 |Frédérique Carrier

Markets have exhaled, and inflation fears have eased. But for governments and companies alike, the drive towards self-sufficiency remains a strategic priority.

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Federal Reserve

Kevin Warsh launches his own Fed renovation project

Jun 23, 2026 |Thomas Garretson, CFA

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

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Young woman smiling outside in the sun in front of an office building

The transformative new female economy is here

Jun 19, 2026 |Angie O'Leary, Head of Wealth Strategies and Solutions

Women's unprecedented financial power is driving a fundamental shift in how wealth is created, spent and transferred.

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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.