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.
The sector is likely to be dogged by political pressures and we don’t think valuations are cheap enough yet for investors to put new money to work.
Markets are looking for the Fed to cut rates. Can a case be made, or would it resurrect a relic of the zero percent rate era: financial stability concerns?
Whether you hope to travel, move closer to family or settle in a milder climate, planning ahead can help put you on a path to a prosperous retirement.
RBC GAM takes a look at the risks and investment opportunities surrounding global plastics pollution and the growth of sustainable packaging.
Roth accounts may work better than ever as a tool for saving for retirement. Learn how to utilize this tax strategy.
While most parents want to be generous with their adult children, decisions related to transferring property can be complex.
It’s worth looking at what’s on the radar for the global economy to gauge whether a growth storm will be averted.
RBC Global Asset Management’s chief economist shares his views on the cycle positioning of the U.S. economy and recession probabilities.
Taxpayers saw a 60 percent spike in email phishing scams last year. Know how to protect yourself and your wealth.
Investors should be proactive and think about how to adapt their portfolios to the climate change challenge … and opportunity.
November 24, 2020
Five essential steps to put your financial house in order
October 9, 2020
Aging parents - 3 steps to personal readiness
September 22, 2020
Invest with a plan for success