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.

infographic - 70% of 65-year-olds will need some form of long-term care

The real cost of health care in retirement

Nov 09, 2023 |RBC Wealth Management

Health care is a difficult conversation, but planning now can help take the sting out of medical bills.

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Woman writing mathematical equation

Bond math is more than yield

Nov 03, 2023 |Thomas Garretson, CFA

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?

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woman working at computer with blue light

Will AI generate long-term equity performance?

Nov 02, 2023 |Joseph Wu, CFA

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Railroad worker

Belt and Road: Ten years and counting

Oct 26, 2023 |Jasmine Duan

As China aims to strengthen development and trade ties with its Belt and Road Initiative (BRI) partners, we take closer look at the BRI and illustrate how the country hopes to gain influence on the world stage.

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Businesswoman reading newspaper

The opening acts of recession

Oct 20, 2023 |Sean Killin

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.

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Millennial looking at their finances on a tablet

Retirement planning for Millennials

Oct 15, 2023 |RBC Wealth Management

Getting millennials to remain focused on a retirement that could be 40 or more years away means a delicate dance between planning for the future while paying for today.

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retired couple on the beach

A comfortable retirement starts with a personal income plan

Oct 13, 2023 |RBC Wealth Management

Keep risks and taxes in mind when planning how to generate income in retirement.

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U.S. Capitol Building at dusk

A U.S. government shutdown looms large, and it may not end quickly

Oct 12, 2023 |Atul Bhatia, CFA

It’s back to basics for the U.S. House of Representatives. Averting a shutdown may be hard and we highlight the ripple effects to financial markets.

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Person using a calculator

Fixed income opportunities during times of rising interest rates

Oct 10, 2023 |RBC Wealth Management

Rising interest rates may have created new opportunities for fixed income investing. Learn more in the new issue of Investor’s Edge.

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Charity accepting a clothing donation

Incorporate charitable giving into your wealth plan

Oct 10, 2023 |RBC Wealth Management

’Tis the season for giving. Americans give nearly $500 billion to U.S. charities each year, according to Lilly Family School of Philanthropy, and Double the Donation reported that 30% of all annual donations are made in December.

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