Latest Insights

Woman checking stock charts

A market that costs a pretty penny

Jul 25, 2025 | Kelly Bogdanova |

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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Parents talking to child

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Jul 21, 2025 | RBC Wealth Management |

Family discussions should start early to successfully pass down both wealth and values.

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Couple doing taxes

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

Jul 17, 2025 | Kelly Bogdanova |

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt.

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Joe Martello

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