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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Eight common crypto scams and how to spot them

 Feb 25, 2025 |RBC Wealth Management

Investing in cryptocurrency carries considerable risk and is a ripe environment for scammers.

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Four strategies to prepare your portfolio for market volatility

 Feb 15, 2025 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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Unlocking your company’s worth: A guide to valuation for business owners

 Feb 07, 2025 |RBC Wealth Management

A valuation can help you improve operations today, as well as help you prepare for a future sale.

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Filing your taxes: Protect yourself from fraud during tax season

 Feb 03, 2025 |RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

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Transform behavioral finance insights into a competitive advantage for your business

 Jan 23, 2025 |RBC Wealth Management

Understanding behavioral finance may be a strategy to help advance your business goals in our evolving financial landscape. Read more in this Investor’s Edge.

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New Investors’ Nook: Who’s your trusted contact person?

 Jan 23, 2025 |RBC Wealth Management

Do you have a trusted contact person on file with your financial advisor? Establishing and setting one up is quick and easy. Read the current Investor’s Edge newsletter.

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Business owner? What’s your retirement plan?

 Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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AI through an ESG lens

 Dec 04, 2024 |RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

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The benefits of a financial chat over the holidays

 Oct 29, 2024 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Ten key discussion points for your mid-year review

 Jun 28, 2024 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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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

RBC Wealth Management Tuition madness 2025

Are you planning ahead for the win?

Check out the 2025 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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