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.

Women financial advisors at WAFA conference

Employee support group brings ‘sense of place’ to women in wealth management

Oct 30, 2020 |RBC Wealth Management

One of the longest-standing women-focused employee resource groups in the country is providing a supportive and inclusive environment for women.

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The global stock market selloff and the implications for investors

Oct 29, 2020 |Kelly Bogdanova

While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.

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What the U.S. election means for Europe and the UK

Oct 23, 2020 |Frédérique Carrier

The outcome will impact U.S. trade, foreign, and regulatory policies. We look at the repercussions for the EU and UK as well as portfolio strategy.

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New plant in window

Leaving a charitable legacy with donor advised funds

Oct 22, 2020 |RBC Wealth Management

The donor-advised fund is rising in popularity. Why? Because it’s an easy and affordable way to fund charitable giving for the future.

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Inflation fears may be inflated

Oct 16, 2020 |Thomas Garretson, CFA

Despite risks and concerns of inflation being top of mind for fixed income investors, we explain why we believe inflation should not be a near- or intermediate-term problem for them.

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Working mom in home office with child

The cost of caregiving falls disproportionately on women

Oct 09, 2020 |RBC Wealth Management

Only 47 percent of female caregivers feel very confident about their financial circumstances. Learn why it is important to have a financial plan in place.

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Senior woman receiving financial help from her granddaughter

Managing the financial risks of dementia and cognitive decline

Oct 09, 2020 |RBC Wealth Management

Financial mistakes are among the initial indications of dementia. Learn how financial advisors can play a role to help identify some early warning signs.

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Senior father and son holding hands in page

The impact of cognitive decline on the Sandwich Generation

Oct 09, 2020 |RBC Wealth Management

The magnitude of caregiving can be greater than the cost of paying for college, but families rarely plan ahead for long-term care.

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The U.S. fiscal stimulus uncertainty and the outlook for economic growth

Oct 08, 2020 |Frédérique Carrier

Even as another much-needed round of fiscal stimulus in the U.S. twists in the wind, growth does appear to have a clearer path forward.

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Cropped photo of man in suit reading newspaper in hotel

How the U.S. election results could impact fixed income strategies

Oct 05, 2020 |Thomas Garretson, CFA

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets.

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