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David Milowe, AWM

Managing Director - Financial Advisor, Senior Portfolio Director Group

781-263-1051
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Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

The White House

Power tools

Nov 14, 2025 |Atul Bhatia, CFA

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

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Woman browsing on her phone by her computer

High-net-worth cybersecurity: Protect your wealth and reputation against online threats

Nov 11, 2025 |RBC Wealth Management

Understand common cybercrime tactics and strategies to safeguard your digital privacy, security and legacy.

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Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

Nov 07, 2025 |Joseph Wu, CFA

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

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Detour sign Global Insight Monthly November 2025

Five disruptors to the U.S. economic cycle

Nov 05, 2025 |Frances Donald, Mike Reid, and Carrie Freestone

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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Senior man with female doctor looking at tablet

Medicare: The ABCs (and Ds) of health insurance

Nov 04, 2025 |RBC Wealth Management

Medicare coverage can be a confusing topic with an alphabet soup of options. Starting with the basics can help make sense of it all.

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Cars in fog

The Fed raises the bar for lower rates

Oct 30, 2025 |Thomas Garretson, CFA

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

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Grandparents with their grandchildren walking on a beach boardwalk

Four ways to use life insurance in your wealth planning

Oct 29, 2025 |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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Nurse sitting with a client

Plan ahead for potential long-term care expenses

Oct 29, 2025 |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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Hand holding a pen and typing in numbers into a calculator

Explore the benefits of a Health Savings Account

Oct 28, 2025 |RBC Wealth Management

HSAs are powerful tools to save for future health care expenses, and they come with a rare triple tax advantage.

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Woman checking stocks

Technical update: Signs of rotation support rebalancing portfolios

Oct 23, 2025 |Robert Sluymer, CFA

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

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