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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Wedding finances: How to pay for your child’s big day

Jun 28, 2024 |RBC Wealth Management

By planning ahead and setting clear money expectations, parents can help create a memorable celebration.

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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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Retirement planning at every age

Jun 28, 2024 |RBC Wealth Management

Follow these eight age-based retirement income planning guidelines and you'll be well on your way to the financially secure future you want.

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Tylar Lunke and Atul Bhatia

Audio commentary | U.S. debt dilemma: No quick fixes and no catastrophes

Jun 27, 2024 |Atul Bhatia, CFA and Tylar Lunke

Atul Bhatia and Tylar Lunke from the Portfolio Advisory Group discuss how to think about the role of government borrowing in the U.S. economy and the potential catalysts and impact of any shift toward U.S. fiscal balance.

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U.S. debt dilemma: No quick fixes and no catastrophes

Jun 26, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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Streamline your savings: The strategic benefits of consolidating retirement accounts

Jun 12, 2024 |RBC Wealth Management

Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.

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Longevity: How science is extending healthspans

Jun 10, 2024 |RBC Wealth Management

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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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

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.