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.

Family sitting around a table eating lunch

Four ways to start the conversation about your financial future

Apr 10, 2026 |Angie O'Leary, Head of Wealth Strategies and Solutions

Don’t wait another year to focus on your long-term wealth goals.

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Financial advisor

An evolving role for the dollar and the Fed

Apr 09, 2026 |Atul Bhatia, CFA

With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.

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Man filling up his car at the pump

Global equity: Buckle up but don't give up

Apr 02, 2026 |RBC Wealth Management

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

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