Latest Insights

Family sitting around a table eating lunch

Four ways to start the conversation about your financial future

Apr 10, 2026 | Angie O'Leary, Head of Wealth Strategies and Solutions |

Don’t wait another year to focus on your long-term wealth goals.

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Financial advisor

An evolving role for the dollar and the Fed

Apr 09, 2026 | Atul Bhatia, CFA |

With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.

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Calm man

Coping mechanisms for equity market volatility

Apr 02, 2026 | Kelly Bogdanova |

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

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Contact

Joe Martello

831-333-5911
joe.martello@rbc.com