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.

How long will the economic recovery take?

Jul 31, 2020 |Kelly Bogdanova

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

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Investor trends: Is telemedicine the way of the future?

Jul 29, 2020 |Gopa Nair, CFA

As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.

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Are preferred shares right for your portfolio?

Jul 24, 2020 |Thomas Garretson, CFA

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

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You’ve been named an executor? Tips for executing an estate plan

Jul 20, 2020 |RBC Wealth Management

Being named executor may be overwhelming at first, but with the following tips and help from professionals, you can successfully settle an estate.

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How much does the president influence financial markets?

Jul 17, 2020 |Kelly Bogdanova

The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.

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How to turn unhealthy money mindsets into smart financial decisions

Jul 15, 2020 |RBC Wealth Management

Beliefs about spending and wealth often form during childhood and can fuel negative financial behaviors. Thankfully, these habits can be changed.

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Why investors shouldn’t be spooked by Q2 earnings

Jul 10, 2020 |Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

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Nicole Dunham and James Man discuss fixed income reinvestment risk on this audio commentary.

Fixed Income reinvestment risk - an underappreciated hazard

Jul 10, 2020 |RBC Wealth Management

Nicole Dunham, Director, Fixed Income Business Development joins James Mann, Head, U.S. Fixed Income Strategies to discuss fixed income reinvestment risk, which has been an underappreciated hazard for the greater part of the past forty years.

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The resilient Health Care sector in an election year

Jul 06, 2020 |Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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New black car going around a curve

Will COVID-19 force the auto sector into a U-turn?

Jul 06, 2020 |Jim Allworth

It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?

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