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.

young multiethnic couple examining home finances

Learning from the FIRE movement and retirement planning

Dec 23, 2019 |RBC Wealth Management

What is the FIRE movement, and how can it help prepare you for financial independence and a happy retirement?

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What should equity investors look for in 2020?

Dec 20, 2019 |Kelly Bogdanova

We like the set-up for U.S. equities, but there’s plenty for investors to think about, and it’s prudent to be tuned in to the challenges in 2020.

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Stop blocking your own path to leadership

Dec 16, 2019 |Kristen Kimmell

Studies has shown the majority of leadership positions are held by men in financial services. This challenge isn’t unique to just finance.

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The Fed’s “insurance” cuts look set to pay off

Dec 13, 2019 |Thomas Garretson, CFA

The Fed thinks its rate cuts will reduce economic uncertainty and a phase one trade deal appears at hand. Will either shift the investing landscape?

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bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 |RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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Five strategies for taking your required minimum distributions

Dec 10, 2019 |RBC Wealth Management

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

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