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.

Global insight - chess pieces on chess board.

Worlds apart: Risks and opportunities as deglobalization looms

Jun 05, 2023 |Kelly Bogdanova

With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.

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Federal building in fog

The certainty of policy uncertainty

Jun 01, 2023 |Atul Bhatia, CFA

Recent events have put U.S. policymakers from the administration to Congress and the Fed in a bad light. What went wrong and what fixes can be made?

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Capitol building

Debt ceiling update

May 26, 2023 |Atul Bhatia, CFA

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

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Pensive woman

Mixed message

May 25, 2023 |Joseph Wu, CFA

Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?

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Janet Engels and Tylar Lunke

Audio commentary: The market’s tug of war continues

May 24, 2023 |Janet Engels and Tylar Lunke

Janet and Tylar reflect on the bullish and bearish forces pulling on markets, and how they see the investment outlook amid rising recessions risks.

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College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 22, 2023 |RBC Wealth Management

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

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Boat on lake in India

Trends and opportunities for emerging market investment

May 18, 2023 |Frédérique Carrier

With improving growth projections and structural economic changes, emerging markets are attracting investment in both equities and fixed income.

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Not out of the woods

May 11, 2023 |Kelly Bogdanova

The U.S. equity market is purring along, but the threat of market volatility remains. We look at three lingering risks investors should keep in mind.

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Painting by numbers

Deciphering the Fed’s policy picture

May 04, 2023 |Thomas Garretson, CFA

With a paint-by-numbers policy decision, the Fed missed an opportunity to express itself more freely. And the market reaction this week reflects that.

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Senior businesswoman working on tablet.

Business owner? What's your retirement plan?

May 04, 2023 |RBC Wealth Management

How prepared are you for retirement?

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