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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Beyond stablecoins: The tokenization story

Sep 10, 2026 |Atul Bhatia, CFA

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

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Five things you can do with your wealth without selling a single share

Sep 10, 2026 |RBC Wealth Management

You’ve spent years building a portfolio. So why sell it the moment opportunity comes knocking?

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The $15 million opportunity: What the new tax law means for your estate plan

Sep 10, 2026 |RBC Wealth Management

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

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Business woman in her 30's

The Roth conversion window: Why your 30s is the right time to act

Sep 09, 2026 |RBC Wealth Management

It may feel like you’re still getting started on your savings when you hit your 30s, but being in a lower tax bracket can be beneficial for future growth.

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Your ZIP code is a tax decision

Sep 09, 2026 |RBC Wealth Management

Here’s a question most people never think to ask their financial advisor: Does it make sense to live where I currently live?

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stock exchange

The concentration trap: Managing the risk inside of a single stock

Sep 09, 2026 |RBC Wealth Management

Has a concentrated position become an unmanaged risk in your portfolio

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Wide view of US White House

Midterm mindset seeping into the U.S. stock market

Sep 09, 2026 |Kelly Bogdanova

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

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U.S. Treasury

Dog days of policymaking

Sep 04, 2026 |Atul Bhatia, CFA

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.

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From builder to philanthropist: How entrepreneurial business owners can navigate wealth transitions, identity and purpose

Aug 28, 2026 |RBC Wealth Management

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.

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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.