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.

Short-term uncertainty shouldn’t change the market’s long-term outlook

Jul 30, 2021 |Thomas Garretson, CFA

Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.

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The re-imagined bucket list: How to finance your dreams

Jul 30, 2021 |Frédérique Carrier

Did you know this about money management? Current retirees have travel goals, but younger generations are setting investing goals for experiencing new things.

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Five steps for raising financially confident girls

Jul 28, 2021 |RBC Wealth Management

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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What message is stock market volatility sending?

Jul 23, 2021 |Kelly Bogdanova

It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means for equity investors.

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Will vs. a trust: Which one is right for you?

Jul 22, 2021 |RBC Wealth Management

We discuss ways in which a trust could be supplemental to your will in your estate planning.

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Does the bond market care about inflation?

Jul 16, 2021 |Atul Bhatia, CFA

Treasuries have rallied despite record inflation and the Fed’s accommodative policies. We break down the factors driving the market response.

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What is impact investing?

Jul 15, 2021 |RBC Wealth Management

Tips for aligning your investment dollars with the values that matter to you most.

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RBC Audio Commentary - Janet Engels and Tylar Lunke

Audio commentary: As good as it gets

Jul 13, 2021 |RBC Wealth Management

The economic recovery has plenty of momentum, but the concern is that rising inflation may cause the Fed to shift gears on stimulus sooner rather than later. Markets have come a long way from the pandemic lows.

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Overview of the American Jobs Plan, the Made in America Tax Plan and the American Families Plan

Jul 08, 2021 |RBC Wealth Management

This nonpartisan analysis is meant to help you understand proposed tax and policy changes and the impact these changes may have on your current and future financial position.

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Using technology and data to build greener communities

Jul 06, 2021 |RBC Wealth Management

In the face of climate change, RBC is stepping up to help through a program called RBC Tech for Nature.

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