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.
As an investor, you may be looking for ways to diversify your long-term financial health throughout periods of economic expansion, downturn and recovery.
The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?
There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.
One of the many examples where our community values shine through is with the MLS All-Star Hometown Heroes Showcase presented by RBC Wealth Management.
Experience-based travel is increasingly popular among high-net-worth families. Learn how to prioritize travel in your wealth plan.
Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan
Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.
The U.S. government’s fiscal outlook can no longer be ignored.
July 15, 2022
How to determine what is a safe withdrawal amount from your portfolio in retirement
February 2, 2022
What is an annuity and is it right for me?
November 24, 2020
Five essential steps to put your financial house in order
October 9, 2020
Aging parents - 3 steps to personal readiness
