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.

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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Calculator

Debunking debt disaster

Oct 03, 2024 |Atul Bhatia, CFA

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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solo climber on mountain peak

The price of Fed rate cut success is steep, but not too steep

Oct 03, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Italian skyline

Draghi: Europe, time to press ahead

Sep 26, 2024 |Frédérique Carrier

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

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Advisors meeting with clients

Family offices shift outlook from caution to optimism

Sep 25, 2024 |RBC Wealth Management

For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several years of economic upheaval.

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Escalators

The Fed’s big bang rate cut

Sep 19, 2024 |Thomas Garretson, CFA

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

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Man checking shipping containers

Economic impacts of non-economic policies

Sep 17, 2024 |Atul Bhatia, CFA

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

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The White House

Harris and Trump on the issues

Sep 12, 2024 |Kelly Bogdanova

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

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Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Sep 10, 2024 |RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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