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.

Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

Jun 11, 2026 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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How my father’s dementia diagnosis woke me up to the real cost of care

Jun 09, 2026 |Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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American economic milestones: A look back at 250 years of U.S. financial history

Jun 08, 2026 |RBC Wealth Management

From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.

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Reflecting on America’s 250th: What financial freedom means today and how to achieve it

Jun 08, 2026 |RBC Wealth Management

As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.

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China

China’s economy in a time of uncertainties

Jun 05, 2026 |Jasmine Duan

The country has seen a new driver of exports, and it has not been affected by the Middle East conflict to the extent of many others. This article assesses China’s current economic performance and the equity market outlook for the remainder of 2026.

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