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.

Analysis (9)

Federal Reserve

Fed change is afoot, in more ways than one

May 01, 2026 |Thomas Garretson, CFA

A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.

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Human head with circuit board in the background

Can Al work for wealth planning?

Apr 29, 2026 |RBC Wealth Management

Artificial intelligence transforms wealth planning from time-intensive processes to efficient, data-driven strategies that allow you to focus on your goals.

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Technical analysis

Equity market cycle recovers to new highs with participation broadening

Apr 24, 2026 |Robert Sluymer, CFA

Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.

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Shopping for a new car

A resilient rally for U.S. equities, but economic headwinds persist

Apr 16, 2026 |Kelly Bogdanova

The U.S. stock market’s resilience was on display after hitting an all-time high as Middle East crisis risks de-escalate. But inflation and economic growth headwinds shouldn’t be ignored, and we examine how the investment environment is taking sh

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Worker looking at laptop at a powerplant

Data center power struggle

Apr 15, 2026 |Josh Nye

AI Data centers consume a growing share of U.S. electricity. Despite rising investment in generation and transmission, capacity is struggling to keep up, and electricity prices are rising.

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Financial advisor

An evolving role for the dollar and the Fed

Apr 09, 2026 |Atul Bhatia, CFA

With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.

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Calm man

Coping mechanisms for equity market volatility

Apr 02, 2026 |Kelly Bogdanova

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

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Man filling up his car at the pump

Global equity: Buckle up but don't give up

Apr 02, 2026 |RBC Wealth Management

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

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Ships

Iran war: De-escalating or escalating?

Mar 27, 2026 |Frédérique Carrier

The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead, and lessons history offers.

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Wealth insights guide for young professionals

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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.