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.

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Jul 25, 2024 |Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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Wine glass in front of wine rack

Exploring fine wine as an investment

Jul 23, 2024 |RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

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Are you prepared for the sunsetting tax laws?

Jul 23, 2024 |RBC Wealth Management

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

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Advisor meeting with couple

AI is no match for the human connection

Jul 23, 2024 |RBC Wealth Management

Artificial Intelligence (AI) is no match for the human connection in wealth management. Read more in the current issue of Investor’s Edge.

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Business owners discussing finances

Meeting the needs of family businesses

Jul 23, 2024 |RBC Wealth Management

Because your business may be your largest investment, financial guidance is recommended through all stages. Read the Investor’s Edge article on meeting the needs of family businesses.

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Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

Jul 18, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 |RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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Financial data display

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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hometown heroes on soccer pitch

Hometown Heroes: Columbus nonprofits celebrated for driving positive change in the community

Jul 08, 2024 |RBC Wealth Management

Recognizing organizations that lead the way in serving underrepresented individuals and communities.

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engagement ring box

The cost of marriage: Money-related reasons couples wait

Jun 28, 2024 |RBC Wealth Management

A growing number of Americans are waiting to get married, with some couples choosing to skip the nuptials altogether to protect their wealth.

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