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.

Executive walking out of office building

North American labor markets: Past the point of no return?

Aug 15, 2024 |Josh Nye

Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.

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global Insight - woman holding phone with charts

Global equity: Offense still on the field; defense ready for the call

Aug 09, 2024 |Jim Allworth

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

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Equity traders at work

Nagging questions facing equity markets

Aug 09, 2024 |Kelly Bogdanova

Four unresolved issues related to the selloff stand to hold sway over stocks. More volatility is likely, and we favor a defensive tilt in equity portfolios, focusing on high-quality shares that can better withstand further economic deterioration.

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Woman holding phone

How high-net-worth individuals can mitigate cybersecurity risks to protect their assets

Aug 08, 2024 |RBC Wealth Management

Cybercrime can result in financial loss, reputational damage and data breaches.

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Tips for helping your children buy a home without impacting your retirement

Jul 29, 2024 |RBC Wealth Management

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.

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Wine glass in front of wine rack

Exploring fine wine as an investment

Jul 23, 2024 |RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

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Are you prepared for the sunsetting tax laws?

Jul 23, 2024 |RBC Wealth Management

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

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Advisor meeting with couple

AI is no match for the human connection

Jul 23, 2024 |RBC Wealth Management

Artificial Intelligence (AI) is no match for the human connection in wealth management. Read more in the current issue of Investor’s Edge.

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Business owners discussing finances

Meeting the needs of family businesses

Jul 23, 2024 |RBC Wealth Management

Because your business may be your largest investment, financial guidance is recommended through all stages. Read the Investor’s Edge article on meeting the needs of family businesses.

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Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 |RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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