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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Transmission framework: How tariffs will flow through the U.S. economy

 Aug 08, 2025 |Frances Donald and Mike Reid

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

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Gabriela Kane Guardia (Latinitas), Bill Wallace (Tomorrow’s Promise Foundation), Ismael Guzmán (East Austin Soccer Club), Fidel Campuzano Gonzalez (Austin Youth River Watch), LaKissa Bright (Ladders for Leaders)

Austin nonprofits honored by RBC Wealth Management, Major League Soccer and Black Players for Change

 Aug 04, 2025 |RBC Wealth Management

One of the many examples where our community values shine through is with the MLS All-Star Hometown Heroes Showcase presented by RBC Wealth Management.

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Luxury travel trends and tips for high-net-worth families

 Jul 24, 2025 |RBC Wealth Management

Experience-based travel is increasingly popular among high-net-worth families. Learn how to prioritize travel in your wealth plan.

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Retired man playing tennis

A comfortable retirement starts with a personal income plan

 Jun 24, 2025 |RBC Wealth Management

Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan

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Giving while living: How to start gifting assets during your lifetime

 Jun 24, 2025 |RBC Wealth Management

Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

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U.S. debt: Changing facts, updating views

 Jun 18, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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Global Insight 2025 Midyear Outlook: Asia

 Jun 18, 2025 |Jasmine Duan, Nicholas Gwee, CFA and Shawn Sim

We continue to be constructive on China and Japan equities, notwithstanding lingering trade risks with the U.S. In fixed income corporates, we prefer higher-quality credits.

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Toronto Skyline Canada

Global Insight 2025 Midyear Outlook: Canada

 Jun 18, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

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Business people walking on world map

A world of opportunities?

 Jun 18, 2025 |Alan Robinson

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

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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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