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.

Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Sep 22, 2023 |Lindsay Strickland and Tylar Lunke

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

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Federal Reserve

Is an economic soft landing on the schedule?

Sep 22, 2023 |Thomas Garretson, CFA

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

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Cover image from the Wealth Insights Guide

Create your retirement paycheck

Sep 22, 2023 |RBC Wealth Management

You deserve the confidence associated with a personalized retirement income plan. Don’t know where to start? We can help guide you.

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Shanghai solar panels

Recharging the energy transition?

Sep 21, 2023 |Frédérique Carrier

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

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Family sitting around dinner table

How a family mission statement can help with your wealth transfer plan

Sep 19, 2023 |Amy Castoro, President and CEO of The Williams Group

Working with your family to develop a wealth mission statement can chart an intentional course for the future.

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Housing construction in China

Can China reboot its economy?

Sep 14, 2023 |Kelly Bogdanova

With China stuck in a morass of low economic growth, we look at how the country is attempting a course correction and how to position global equity portfolios.

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In the garden of forking paths

Do investors have an alternative to TINA?

Sep 08, 2023 |Kelly Bogdanova

Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

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Global Insight Monthly

The income is back in fixed income

Sep 07, 2023 |Mikhial Pasic, CFA & Joseph Wu, CFA

With bond yields near or above the return targets in many wealth plans, we think fixed income should play a bigger role in portfolios.

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BRICS 2023 meeting flag

BRICS: What's all the fuss about?

Aug 31, 2023 |Kelly Bogdanova

As the loose association of developing nations prepares to welcome new members, we look at how emerging relationships could shape the future.

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Digital component board showing CBDC in text

Central bank digital currency and the future of money

Aug 29, 2023 |Atul Bhatia, CFA

As more central banks explore digital currencies, we examine the advantages and drawbacks, and argue the likely result is technological evolution, not revolution.

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