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.

Chess

Monetary policy possibilities

Apr 24, 2025 |Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Mother and teen daughter discuss finances

College or retirement? How to save for your child’s future without disrupting yours

Apr 24, 2025 |RBC Wealth Management

Why saving for retirement should be a priority over paying for a child's education.

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Tackling the U.S.-China tariff tug of war

Apr 17, 2025 |Jasmine Duan

As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.

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Wealth planning considerations to help protect your portfolio from market turbulence

Apr 17, 2025 |RBC Wealth Management

How investors react during periods of decline is critical to their long-term success.

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Runner catching their breath

Tariff pause: Reasons to exhale and get back to basics

Apr 10, 2025 |Kelly Bogdanova

We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term strategic allocation as an anchor during periods of extreme volatility.

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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.