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Financial Advisor vs AI

Why Hire a Financial Advisor When You Can Ask AI?

Tue Jul 28 19:11:34 GMT 2026 | Holly Kennedy

If anything, the flood of confident AI-generated financial advice makes our role more important, not less. Part of our job, increasingly, is being the steady filter between the noise and your plan.

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Financial Advisor vs AI

Why Hire a Financial Advisor When You Can Ask AI?

Tue Jul 28 19:11:34 GMT 2026 | Holly Kennedy

If anything, the flood of confident AI-generated financial advice makes our role more important, not less. Part of our job, increasingly, is being the steady filter between the noise and your plan.

Read more

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.

Conversation

Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Aug 14, 2026 |Matt Heerey, CIMA®

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

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Anchor

The earnings anchor

Aug 10, 2026 |Kelly Bogdanova

Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.

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Cargo pulling cargo ship

Global equity: Push and pull

Aug 06, 2026 |Jim Allworth

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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Sheepdog

Is Kevin Warsh a sheep in wolf’s clothing?

Jul 31, 2026 |Thomas Garretson, CFA

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

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Woman in grocery looking at prices

July Executive Briefing: Three risks facing the U.S. in the second half of 2026

Jul 31, 2026 |Frances Donald and Mike Reid, RBC Economics

RBC Economics breaks down the key vulnerabilities in the U.S. economic landscape as the second half of the year gets underway.

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School Backpacks

Summer here we go

Jul 28, 2026 |Ryan Jennings, CFP®, CIMA®

Summer is kicking into gear, be sure to plan accordingly!

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Child with Piggy Bank

"A Penny Saved is "... hopefully a nickel some day

Jul 28, 2026 |Ryan Jennings, CFP®, CIMA®

A short primer on the 4 accounts I like to recommend that parents consider for their children. All these accounts will help communicate and educate children on what it means to save for their future.

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Financial Advisor vs AI

Why Hire a Financial Advisor When You Can Ask AI?

Jul 28, 2026 |Holly Kennedy

If anything, the flood of confident AI-generated financial advice makes our role more important, not less. Part of our job, increasingly, is being the steady filter between the noise and your plan.

Read more

Woman inputting info into computer

Should I sell assets or borrow against them? The math behind strategic liquidity decisions

Jul 28, 2026 |RBC Wealth Management

When you need cash fast, a securities-based loan may be more cost-effective than selling appreciated assets. A simple equation can help you weigh your options.

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