Your source for valuable insights

Providing my clients with valuable information on financial planning 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.

Infographic of male female caregiver breakdown percentages

The cost of caregiving falls disproportionately on women

Nov 23, 2021 |RBC Wealth Management

Did you know this about money management? Caregiving causes a financial impact on families—especially women.

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What will policy normalisation look like for global central banks?

Nov 19, 2021 |Frédérique Carrier

The synchronised, extraordinarily accommodative response of global central banks since the pandemic struck is giving way to different policy paths.

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Why is the U.S. equity market largely unfazed by high inflation?

Nov 12, 2021 |Kelly Bogdanova

Inflation continues to rise and the U.S. equity market is mostly indifferent. We lay out factors that could make inflation a problem for the market.

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Leaving a charitable legacy with donor advised funds

Nov 10, 2021 |RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

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How will Fed tapering affect market dynamics?

Nov 05, 2021 |Thomas Garretson, CFA

The long-anticipated taper announcement came. But there are a lot of moving parts to the Fed’s outlook and we address three burning questions.

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Putting a price on carbon emissions

Nov 02, 2021 |Frédérique Carrier

More countries are making the pricing of carbon emissions mandatory, via cap-and-trade rules or a tax. How should investors view this new expense?

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What will be the effect of fiscal policy on consumers?

Oct 29, 2021 |Atul Bhatia, CFA

We examine the infrastructure and social legislation proposed by Congress, and look at what it could mean for U.S. growth and inflation.

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How climate change could impact your retirement plans

Oct 28, 2021 |RBC Wealth Management

Today, with wildfires, severe drought and hurricanes increasing in frequency, some are choosing to live out retirement closer to home saving the cash they would have otherwise spent for other wishes and wants.

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The gray divorce: Financial considerations for older Americans

Oct 28, 2021 |Angie O'Leary

Decades of building wealth and raising a family make it more challenging to divide assets in a mutually agreed upon and equitable manner.

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Could inflation force the Fed to raise interest rates sooner?

Oct 22, 2021 |Thomas Garretson, CFA

Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?

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