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.

Wealth planning (10)

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Health and wealth: Why investing in your wellness now will help you in the future

Jun 17, 2020 |RBC Wealth Management

With direct links between financial fitness and physical health, it pays to take a preventative approach to both.

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How the CARES Act stimulus will affect your charitable giving

Jun 09, 2020 |RBC Wealth Management

The new CARES Act legislation allows up to $300 given to a qualified charity to be claimed as an above-the-line deduction. Learn what this means for those donating.

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Financial elder abuse: Safeguarding senior and vulnerable clients

Jun 04, 2020 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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Five steps for raising financially confident girls

Jun 02, 2020 |RBC Wealth Management

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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What is responsible investing?

May 14, 2020 |RBC Wealth Management

Demographic shifts and a growing desire to have a positive impact in the community will likely drive a surge in interest for responsible investing.

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Graduation cap placed on top of a pile of money.

Don’t abandon your 529 plan in turbulent markets

May 08, 2020 |RBC Wealth Management

Market uncertainty makes it hard for some families to resist the reflex to pull investments. Here’s why you should keep your 529 in place.

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How the CARES Act stimulus will impact your small business

Apr 27, 2020 |RBC Wealth Management

Are you a small business owner? Learn how the Payroll Protection Program and the CARES Act can help you through the current COVID-19 crisis.

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How the CARES Act stimulus will impact you and your family

Apr 15, 2020 |RBC Wealth Management

The ultimate goal of the CARES Act is to provide a dose of stability in uncertain times. It’s more important than ever to work with a financial advisor to ensure your wealth plan remains on track.

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Six wealth planning strategies for turbulent markets

Mar 27, 2020 |RBC Wealth Management

How investors react during these periods of decline is critical to their long-term success.

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Fraud prevention: New scams to be aware of and how to protect yourself

Mar 27, 2020 |RBC Wealth Management

The FBI’s Internet Crime Complaint Center received more than 144,000 reports of phishing in 2019. Learn how to protect yourself and your family.

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