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.

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The $15 million opportunity: What the new tax law means for your estate plan

Sep 10, 2026 |RBC Wealth Management

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

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stock exchange

The concentration trap: Managing the risk inside of a single stock

Sep 09, 2026 |RBC Wealth Management

Has a concentrated position become an unmanaged risk in your portfolio

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Wide view of US White House

Midterm mindset seeping into the U.S. stock market

Sep 09, 2026 |Kelly Bogdanova

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

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U.S. Treasury

Dog days of policymaking

Sep 04, 2026 |Atul Bhatia, CFA

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.

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From builder to philanthropist: How entrepreneurial business owners can navigate wealth transitions, identity and purpose

Aug 28, 2026 |RBC Wealth Management

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.

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AI data center

AI: Valuation signals

Aug 27, 2026 |Joseph Wu, CFA

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations?

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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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