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.

Reading the newspaper

Reading between the lines of the stock market rally

Jun 08, 2023 |Kelly Bogdanova

The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?

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Elderly woman looking at her smartphone

How to help a senior family member who's been a target of financial fraud

Jun 07, 2023 |RBC Wealth Management

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

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Woman business owner preparing shipments

Three steps business owners can take to protect their assets

Jun 06, 2023 |RBC Wealth Management

Owning a business can put not only your company's finances at risk, but your personal finances as well.

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Global insight - chess pieces on chess board.

Worlds apart: Risks and opportunities as deglobalization looms

Jun 05, 2023 |Kelly Bogdanova

With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.

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Federal building in fog

The certainty of policy uncertainty

Jun 01, 2023 |Atul Bhatia, CFA

Recent events have put U.S. policymakers from the administration to Congress and the Fed in a bad light. What went wrong and what fixes can be made?

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Capitol building

Debt ceiling update

May 26, 2023 |Atul Bhatia, CFA

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

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Pensive woman

Mixed message

May 25, 2023 |Joseph Wu, CFA

Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?

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Janet Engels and Tylar Lunke

Audio commentary: The market’s tug of war continues

May 24, 2023 |Janet Engels and Tylar Lunke

Janet and Tylar reflect on the bullish and bearish forces pulling on markets, and how they see the investment outlook amid rising recessions risks.

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College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 22, 2023 |RBC Wealth Management

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

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Boat on lake in India

Trends and opportunities for emerging market investment

May 18, 2023 |Frédérique Carrier

With improving growth projections and structural economic changes, emerging markets are attracting investment in both equities and fixed income.

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