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.

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The cost of marriage: Money-related reasons couples wait

Jun 28, 2024 |RBC Wealth Management

A growing number of Americans are waiting to get married, with some couples choosing to skip the nuptials altogether to protect their wealth.

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Wedding finances: How to pay for your child’s big day

Jun 28, 2024 |RBC Wealth Management

By planning ahead and setting clear money expectations, parents can help create a memorable celebration.

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Ten key discussion points for your mid-year review

Jun 28, 2024 |Angie O'Leary

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

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Retirement planning at every age

Jun 28, 2024 |RBC Wealth Management

Follow these eight age-based retirement income planning guidelines and you'll be well on your way to the financially secure future you want.

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Tylar Lunke and Atul Bhatia

Audio commentary | U.S. debt dilemma: No quick fixes and no catastrophes

Jun 27, 2024 |Atul Bhatia, CFA and Tylar Lunke

Atul Bhatia and Tylar Lunke from the Portfolio Advisory Group discuss how to think about the role of government borrowing in the U.S. economy and the potential catalysts and impact of any shift toward U.S. fiscal balance.

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U.S. debt dilemma: No quick fixes and no catastrophes

Jun 26, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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The fine, frustrating U.S. equity rally

Jun 20, 2024 |Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Redder: Updating our U.S. Recession Scorecard

Jun 13, 2024 |Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Streamline your savings: The strategic benefits of consolidating retirement accounts

Jun 12, 2024 |RBC Wealth Management

Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.

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Longevity: How science is extending healthspans

Jun 10, 2024 |RBC Wealth Management

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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