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.

Inventory management

Will investors see a pause in rate cuts, or the end?

Jan 31, 2025 |Thomas Garretson, CFA

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

Read more

Business meeting

Is 2025 the beginning of a small-cap renaissance?

Jan 24, 2025 |Kyle Bergacker, CFA

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

Read more

People discussing business finances

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.

Read more

Man working on a laptop

Three reasons for business owners to consider an ESOP

Jan 23, 2025 |RBC Wealth Management

Are you a business owner looking to retire? Read how an employee stock ownership plan (ESOP) might align with your goals in this Investor’s Edge newsletter.

Read more

Women stretching outdoors

Building your health portfolio

Jan 23, 2025 |RBC Wealth Management

In this new year, consider prioritizing both your health and your finances. Read wellness tips in the first Investor’s Edge newsletter of 2025.

Read more

Younger woman helping older woman with her smart phone

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.

Read more

Multiple people having a discussion around the breakfast table

Planning for the future when living with a disability

Jan 23, 2025 |RBC Wealth Management

Learn financial strategies to help your loved ones who are living with a disability in the first edition of our Investor’s Edge newsletter for 2025.

Read more

Berlin

Pay attention to triggers for Europe

Jan 16, 2025 |Frédérique Carrier

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

Read more

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Jan 10, 2025 |Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

Read more

New York Stock Exchange

U.S. equity returns in 2024: Premium performance

Jan 10, 2025 |Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

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

2024 Tuition Madness

Are you planning ahead for the win?

Check out the  2024 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 before you file your taxes. You can make your 2024 contributions until April 15, 2025, 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.

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 2024 traditional and Roth IRA contributions before April 15, 2025.