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.

Graduate with diploma hugging parents

College funding: It’s a family affair

Mar 13, 2026 |RBC Wealth Management

Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.

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Home improvement

The Federal Reserve’s imperfect toolbox

Mar 13, 2026 |Atul Bhatia, CFA

The U.S. central bank wields a powerful hammer with its ability to move interest rates. Despite its strength, though, we think the central bank is poorly suited to address key concerns arising from high oil prices and the rollout of AI.

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Map of Middle East

Then and now: Market reactions to military conflicts and what they mean today

Mar 06, 2026 |Kelly Bogdanova

With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.

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Parent showing their daughter a large leaf

A new era of wealth transfer: Five key takeaways for securing your family legacy

Mar 04, 2026 |RBC Wealth Management

Insights into giving and inheriting wealth across generations.

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Parent showing daughter a large leaf

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

Mar 04, 2026 |RBC Wealth Management

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

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Crude oil tanker traveling over open ocean

A renewed Middle East conflict

Mar 03, 2026 |The Global Portfolio Advisory Committee

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

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Woman watching stock charts

A mature but still intact equity bull market

Feb 26, 2026 |Robert Sluymer, CFA

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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calculator and tax form

What you can do to avoid tax surprises every year

Feb 23, 2026 |RBC Wealth Management

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.

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Dockworkers

Tariffs: A revenue win – but not a deficit fix

Feb 19, 2026 |Kelly Bogdanova

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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European Union flags

Can Europe meet the moment?

Feb 12, 2026 |Frédérique Carrier

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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