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.

Repairing a pothole

U.S. fiscal policy potholes

Aug 20, 2026 |Atul Bhatia, CFA

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

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Man holding a tablet inspecting tractors

Bridging worlds: Tokenization connects digital and physical assets

Aug 20, 2026 |Atul Bhatia, CFA

Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets can pay interest. We believe that misses the bigger story: the potentially revolutionary nature of tokenization.

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Multigenerational family enjoying luxury vacation

The rise of multigenerational travel: How families use shared experiences to build lasting legacy

Aug 18, 2026 |RBC Wealth Management

With intentional planning, family travel can connect generations, pass down values and serve as a meaningful part of your family’s legacy.

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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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Senior women with tea on outdoor terrace

How ‘inner wealth’ is reshaping financial planning for high-net-worth women

Aug 11, 2026 |Angie O'Leary Head of Wealth Strategies and Solutions RBC Wealth Management–U.S.

Women are redefining financial freedom and aligning wealth with values—without sacrificing returns. Financial plans must evolve with them.

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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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Trump Accounts: Key points and estate planning considerations

Aug 10, 2026 |Josh Rebholz
Trump Accounts, created by the One Big Beautiful Bill Act in 2025, are now active as of July 4th, 2026. Below is a list of key points and to-dos for getting the accounts set up. Before we get to that, however, I’d like to point out a few finer points...
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Heir We Go

Aug 06, 2026 |Josh Rebholz
In our last three blogs, we have tried to highlight the profound tax savings that a thoughtful, proactive distribution plan can produce for both you and your heirs. There is a massive transfer of wealth underway in the United States and it will continue...
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The Widow’s Penalty

Aug 06, 2026 |Josh Rebholz
This is an interesting column to write as a financial advisor who lost a parent much too soon. My dad was 56 when he died. Paul was a prolific saver. The guy practically squeaked when he walked, with one exception. He was always down to buy a beer for...
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Global Insight Monthly

GI Monthly

Long bonds light a short fuse

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

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Trend & Cycle

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