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.

Latest Insights

Woman checking stock charts

A market that costs a pretty penny

Jul 25, 2025 | Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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family with kids resting on yacht adventure travel

Luxury travel trends and tips for high-net-worth families

Jul 24, 2025 | RBC Wealth Management

Experience-based travel is increasingly popular among high-net-worth families. Learn how to prioritize travel in your wealth plan.

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Parents talking to child

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Jul 21, 2025 | RBC Wealth Management

Family discussions should start early to successfully pass down both wealth and values.

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Couple doing taxes

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

Jul 17, 2025 | Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt.

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London skyline

One year in: The Labour Party’s report card

Jul 10, 2025 | Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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