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.

Field of windmills

Incorporating transition and carbon investing into your portfolio

Jan 16, 2024 |RBC Wealth Management

The sector of transition investing is rapidly growing. Businesses working to transition to net zero are preparing and adapting for future policy, legal and regulatory regimes, evolving consumer preferences, new technologies, etc.

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Students in college classroom

Studying college tuition costs

Jan 16, 2024 |RBC Wealth Management

Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.

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two investors looking at charts

Tax considerate planning may pay off during volatile markets

Jan 16, 2024 |RBC Wealth Management

Want some tax considerate wealth planning ideas to consider during volatile markets? See the new issue of Investor’s Edge to read the article.

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Couple looking at blueprints of a house

Second homes, key considerations and risks

Jan 16, 2024 |RBC Wealth Management

Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.

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Multi generation family discussing healthcare

How to pay for long-term care in a health crisis

Jan 15, 2024 |RBC Wealth Management

It may be essential to plan for unexpected health crises in order to protect the assets of parents and their adult children.

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Woman pointing to a chart

Have bonds rallied too far, too fast?

Jan 11, 2024 |Thomas Garretson, CFA

Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?

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Man walking in field at sunset

Global Insight 2024 Outlook highlights: Bonds are back

Jan 11, 2024 |Frédérique Carrier

Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

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Man with adult daughter looking at a computer

Leaving a charitable legacy with donor advised funds

Jan 08, 2024 |RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

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Smiling woman

The 2023 investment story: Elements of surprise

Jan 05, 2024 |Kelly Bogdanova

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

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Janet Engels and Tyler Lunke

Audio commentary – 2024 Outlook: Crosscurrents and opportunities

Jan 04, 2024 |Janet Engels and Tylar Lunke

2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.

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