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.

Wealth planning (10)

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Three reasons for business owners to consider an ESOP

 Jan 23, 2025 |RBC Wealth Management

Are you a business owner looking to retire? Read how an employee stock ownership plan (ESOP) might align with your goals in this Investor’s Edge newsletter.

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Building your health portfolio

 Jan 23, 2025 |RBC Wealth Management

In this new year, consider prioritizing both your health and your finances. Read wellness tips in the first Investor’s Edge newsletter of 2025.

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New Investors’ Nook: Who’s your trusted contact person?

 Jan 23, 2025 |RBC Wealth Management

Do you have a trusted contact person on file with your financial advisor? Establishing and setting one up is quick and easy. Read the current Investor’s Edge newsletter.

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Planning for the future when living with a disability

 Jan 23, 2025 |RBC Wealth Management

Learn financial strategies to help your loved ones who are living with a disability in the first edition of our Investor’s Edge newsletter for 2025.

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Financial health and wellness - a reality checkup for the new year

 Jan 10, 2025 |Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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Business owner? What’s your retirement plan?

 Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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Exploring the psychology of charitable giving: Three mental barriers that hold donors back

 Dec 20, 2024 |RBC Wealth Management

Despite generational differences, the obstacles donors face around giving are largely the same.

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Want to make financial gifts to family or charity? Here’s how

 Dec 05, 2024 |RBC Wealth Management

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

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AI through an ESG lens

 Dec 04, 2024 |RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

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Tax-smart charitable giving strategies you can use any time of year

 Nov 29, 2024 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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Disclosures

Rama Gali, NMLS # 1890360 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.