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.

Horses racing

Central banks are off to the races

Mar 21, 2024 |Thomas Garretson, CFA

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

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2024 Tuition Madness

Tuition madness: Are you saving enough for college education goals?

Mar 18, 2024 |RBC Wealth Management

With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans.

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Driving toward the horizon

The importance of focusing on time horizon

Mar 14, 2024 |Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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Kelly Bogdanova and Tylar Lunke

2024 presidential election update: Key things to know about U.S. elections & the market

Mar 12, 2024 |Kelly Bogdanova and Tylar Lunke

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger drivers of stock prices than the election?

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Microchip

Is the U.S. equity market getting bubbly again?

Mar 08, 2024 |Kelly Bogdanova

A growing chorus on Wall Street is warning an AI-led bubble may be forming. While a near-term pullback can’t be ruled out, we argue this is not Tech Bubble 2.0.

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Business women gather in office setting.

As women age with longevity on their side, the financial future is female

Mar 08, 2024 |RBC Wealth Management

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

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Grey sky and white house

Key things to know about U.S. elections

Mar 07, 2024 |Kelly Bogdanova

As presidential elections have become more contentious, perceptions have risen that the stock market’s fate can hang in the balance depending on who wins. There are four principles investors should keep in mind.

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Indian flag with ballot box

A worldwide wave of elections

Mar 06, 2024 |Frédérique Carrier

2024 marks a case of rare planetary alignment, with close to half the world’s population heading to the polls. While the brightest spotlight will fall on the U.S. election, we focus on elections beyond the U.S. and why they matter to investors.

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Woman walking in varied terrain

An evolving market landscape

Feb 28, 2024 |Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Shibuya intersection

Shaking up corporate Japan

Feb 22, 2024 |Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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