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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.

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.

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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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Stepping stones

Equity bull cycle intact but rising long-term rates are a growing risk

Jul 24, 2026 |Robert Sluymer, CFA

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

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College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Jul 20, 2026 |RBC Wealth Management

Learn how 529s can be an effective tool to build a college fund for today and the future.

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South Korea

Anatomy of the South Korean equity rollercoaster ride

Jul 17, 2026 |Jasmine Duan

Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a selloff of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.

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