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.

Death of the Stretch - The 10 Year Rule

Aug 06, 2026 |Josh Rebholz
In our last two blogs, we have tried to highlight the tremendous opportunity that a thoughtful, proactive distribution plan can provide in retirement. This month, we want to highlight an important consideration that very same distribution plan can have...
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The Retirement Savings Time Bomb: An Addendum

Aug 06, 2026 |Josh Rebholz
We threw a lot at you in the last blog. We are revisiting one of the main topics in this column because we believe it to be among the most consequential considerations our clients – likely in situations like yours – will face in retirement. Delaying withdrawals...
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The Retirement Savings Time Bomb

Aug 06, 2026 |Josh Rebholz
Ed Slott, known to many as “America’s IRA Expert”, is a frequent speaker, television personality, and best-selling author. Ed’s latest book, The Retirement Savings Time Bomb Ticks Louder, has been a tremendous resource for our team. Ed hits on a number...
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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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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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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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