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.

Multi-generational family walking on boardwalk

Four ways to use life insurance in your wealth planning

Oct 24, 2024 |RBC Wealth Management

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

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Advisor meeting with clients

Alternative investments are becoming more accessible to investors—here’s what to know

Oct 24, 2024 |RBC Wealth Management

Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.

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American flag flying in Washington DC

Top things to know about the U.S. elections

Oct 22, 2024 |RBC Wealth Management

The U.S. presidential election's impact on the stock market may be a concern, but historical election cycles offer reassurance to investors. Read the Investor’s Edge article on this timely topic.

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Laptop and cellphone with lock screen

Catch up to cybercrime

Oct 22, 2024 |RBC Wealth Management

Cybercrime is increasing, impacting many Americans, with billions in losses. Learn more, including tips, in the current Investor’s Edge newsletter.

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Young couple reviewing finances

Year-end planning tips

Oct 22, 2024 |RBC Wealth Management

If you've noticed signs of autumn in your neighborhood, it's time to prepare for year-end. Check out year-end financial tips in the new Investor's Edge.

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airport departure gate

The ideal winter vacation

Oct 22, 2024 |RBC Wealth Management

Escape the winter chill or find beauty in the season. Explore ideal winter vacation destinations in the latest Investor’s Edge newsletter.

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Man using computer at table

Do you know your options for taking required minimum distributions?

Oct 18, 2024 |RBC Wealth Management

For those who don’t need the extra income, there are several ways to strategically use your RMD funds.

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Couple doing budgeting

Inflation moving to the back burner, but still simmering

Oct 17, 2024 |Josh Nye

Central banks’ inflation targets are in sight, but not all price trends have normalized. Inflation isn’t the headache it was, but investors should keep it in mind in their asset allocation decisions.

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IT technician using laptop in data center

Exploring the impacts of AI and GenAI across industries

Oct 15, 2024 |Frédérique Carrier

Continuing our examination of artificial intelligence and its potential to shape the investment landscape, we look at the specific impacts AI may have—or is already having—across a wide range of industries.

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Businessman and worker in factory

Recession scorecard update: Stop and start

Oct 10, 2024 |Jim Allworth

There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.

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