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.

Business people talking

Fed rate cuts for what?

Nov 14, 2024 |Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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woman with iPad and credit card

Keep your holiday shopping merry by warding off fraudsters

Nov 12, 2024 |RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for criminals.

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Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 |Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Foo dog and Shanghai Harbor

The end of China’s challenging chapter?

Oct 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Thanksgiving table setting

The benefits of a financial chat over the holidays

Oct 29, 2024 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Elderly woman laughing with nurse

Plan ahead for potential long-term care expenses

Oct 28, 2024 |RBC Wealth Management

The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.

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Kazan, Russia

Bigger BRICS: Building a multipolar world?

Oct 25, 2024 |Kelly Bogdanova

Our ongoing “Worlds Apart” series looks at the just-concluded BRICS summit and how the group aims to rebalance the global order. We believe the shift to a multipolar, more fragmented world argues for viewing portfolio allocations through a different

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cost of healthcare in retirement abstract

The real cost of health care in retirement

Oct 24, 2024 |RBC Wealth Management

Planning ahead can help take the sting out of future medical bills.

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Multi-generational family walking on boardwalk

Four ways to use life insurance in your wealth planning

Oct 24, 2024 |RBC Wealth Management

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

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Advisor meeting with clients

Alternative investments are becoming more accessible to investors—here’s what to know

Oct 24, 2024 |RBC Wealth Management

Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.

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