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.

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College funding: It’s a family affair

Aug 31, 2021 |RBC Wealth Management

What decisions come into play when choosing a college or university? Unfortunately for many families, cost is the deciding factor—not strength of program.

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Is record use of the Fed’s reverse repo facility a sign of market stress?

Aug 27, 2021 |Thomas Garretson, CFA

While some fear pressures are building under the surface, we see the drivers as rather mundane and expect conditions to normalize later this year.

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Are China headwinds pressuring the Asian equity outlook?

Aug 20, 2021 |Frédérique Carrier and Jasmine Duan

As China pushes on with a regulatory crackdown and battles a COVID-19 outbreak, how should investors position Asia ex-Japan equities in portfolios?

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Four ways to use life insurance in your wealth planning

Aug 19, 2021 |RBC Wealth Management

Insurance planning should be an important topic during ordinary times as well as extraordinary. Here’s how to effectively utilize life insurance in your wealth planning.

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The U.S. infrastructure and budget bills, and what comes next

Aug 13, 2021 |Kelly Bogdanova

The infrastructure bill is near the finish line, while budget wrangling is on tap. As the legislation is debated, we look at the various scenarios.

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What’s pushing U.S. stocks to climb the wall of worry?

Aug 06, 2021 |Kelly Bogdanova

Challenges are coming at the stock market from different directions, but the rally continues. We look at the great motivator for equity performance.

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Green metals: Industrial commodities in a decarbonizing world

Aug 03, 2021 |RBC Wealth Management

As the global economic transition to clean energy accelerates, is the recent price surge in critical metals the start of a long-term uptrend?

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