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.

U.S. Federal Reserve Building in the fall

How does the Fed’s big rate hike impact the economy and fixed income environment?

Sep 22, 2022 |Thomas Garretson, CFA

As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.

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Couple with dog on a road trip

Tips for building an emergency fund

Sep 22, 2022 |RBC Wealth Management

An emergency fund should be part of wealth planning at every income level.

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Line drawing of family standing on busy city street.

Four ways to use life insurance in your wealth planning

Sep 19, 2022 |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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Couple in kitchen with dog

Seven steps to pay off your student loans while also saving for retirement

Sep 16, 2022 |RBC Wealth Management

Paying off your student loans may feel like an urgent priority, but it's also important to start building wealth and saving for retirement as early as possible.

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Gas thermostat on table

UK equities downgrade

Sep 16, 2022 |Frédérique Carrier

We take a deep dive into the reasons for the downgrade and identify selective opportunities in the market.

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Woman tracking data on multiple computer screens

Volatility inflates as U.S. inflation stays hot

Sep 16, 2022 |Kelly Bogdanova

While equity markets remain on edge, investors shouldn’t throw in the towel just because inflation and some related concerns may not lift overnight.

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Drawing of man and woman and child with a soccer ball standing outdoors in front of housing.

Insurance coverage: Four life stages you need to prepare for

Sep 14, 2022 |RBC Wealth Management

The need for financial coverage in the event of a premature death is very real. Do you have adequate coverage to meet your family's long-term needs?

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Whitewater rafting

Portfolio positioning amid economic uncertainty

Sep 10, 2022 |Joseph Wu, CFA

With volatility once again roiling financial markets, we evaluate the macro headwinds and tailwinds that could impact investors.

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Voting booth iage

Equities and the election effect

Sep 09, 2022 |Kelly Bogdanova

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling.

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Group of millennials gathered around a table

The millennial mindset

Sep 06, 2022 |RBC Wealth Management

A recent survey revealed how millennials identify their financial values, shaping their approach to money management.

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