Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Man using computer at table

Do you know your options for taking required minimum distributions?

Oct 18, 2024 |RBC Wealth Management

For those who don’t need the extra income, there are several ways to strategically use your RMD funds.

Read more

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

Read more

holding hands

Estate Planning Basics

Oct 01, 2024 |Heather Krause, AIF®

Estate planning is an important part of your overall financial plan. Learn about some of these Estate Planning tools you should consider as part of your overall plan.

Read more

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?

Read more

global Insight - woman holding phone with charts

Global equity: Offense still on the field; defense ready for the call

Aug 09, 2024 |Jim Allworth

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

Read more

Woman holding phone

How high-net-worth individuals can mitigate cybersecurity risks to protect their assets

Aug 08, 2024 |RBC Wealth Management

Cybercrime can result in financial loss, reputational damage and data breaches.

Read more

Father helping adult son move

Tips for helping your children buy a home without impacting your retirement

Jul 29, 2024 |RBC Wealth Management

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.

Read more

Wine glass in front of wine rack

Exploring fine wine as an investment

Jul 23, 2024 |RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

Read more

Couple holding hands walking in marina

Are you prepared for the sunsetting tax laws?

Jul 23, 2024 |RBC Wealth Management

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

Read more

Advisor meeting with couple

AI is no match for the human connection

Jul 23, 2024 |RBC Wealth Management

Artificial Intelligence (AI) is no match for the human connection in wealth management. Read more in the current issue of Investor’s Edge.

Read more

Heather's previous blogs

View our archive below for Financial Advisor Heather Krause's previously released blogs. To view the full library of all Insights articles, visit our Insights blog page.