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.

Wealth planning (9)

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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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modern living room

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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College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Jul 20, 2026 |RBC Wealth Management

Learn how 529s can be an effective tool to build a college fund for today and the future.

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Hand analyzing stock market data

What is an IPO? A look at initial public offerings and how they work

Jul 03, 2026 |the Inspired Investor Team, RBC Direct Investing

Discover the mechanics of IPO investing, from understanding share allocation to researching new listings.

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Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

Jun 11, 2026 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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adult-son-browsing-photobook-with-senior-father-in-page

How my father’s dementia diagnosis woke me up to the real cost of care

Jun 09, 2026 |Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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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.