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.

2023 RBC Wealth Management Tuition Madness

Tuition madness: Are you saving enough for college education goals?

Mar 13, 2023 |RBC Wealth Management

With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans.

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Two people processing orders for shipping

Why the Fed is sounding more hawkish—and should it be?

Mar 09, 2023 |Atul Bhatia, CFA

As the Fed signals more rate hikes ahead, we look at the prospects for further aggressive tightening and whether the Fed may be missing the mark.

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Celebrating the power of women - International Women's Day

Power of the purse: How women can use their economic power to spend with purpose

Mar 08, 2023 |RBC Wealth Management

This International Women’s Day, we’re celebrating the power of women. Learn how women can use their economic power to better the world.

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Insights into Responsible Investing Newsletter

2023 trends for responsible investing

Mar 07, 2023 |RBC Wealth Management

As the ESG and responsible investing industry continues to mature, it’s important to look at the trends and opportunities for 2023. Here are some of the challenges and drivers for growth within the space.

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Pedestrians in Shanghai

China’s reopening: Facts and forecasts

Mar 02, 2023 |Jasmine Duan

Post-pandemic activity is surprising to the upside, and we think more is in store for the economy.

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UK and EU flags

Is the UK-EU trade deal a turning point for UK equities?

Mar 02, 2023 |Frédérique Carrier

Will the potential for a more constructive approach to UK-EU relations help restore investors’ interest in the UK’s undervalued equity market?

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U.S. flag and skyscrapers

What’s pushing and pulling on U.S. equities?

Feb 23, 2023 |Kelly Bogdanova

We look at the pressures weighing on the market today, and why we think the S&P 500 could deliver positive full-year returns, once all is said and done.

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Woman working at coffee table

Donor-advised funds: How to overcome the complexity of giving and put your DAFs to work

Feb 17, 2023 |RBC Wealth Management

These five tactics will help DAF holders put more charitable dollars into the field and fulfill the expectations of their roles as philanthropists.

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Woman at job interview

Is the Fed fighting inflation with blinders on?

Feb 16, 2023 |Atul Bhatia, CFA

Is the Fed ignoring positive inflation indicators and over-emphasizing what it is sees as an overheated labor market to justify more restrictive policy?

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Sarah and Sahr Brima - Love You Cookie

Supporting BIPOC mental health through gourmet cookies

Feb 14, 2023 |RBC Wealth Management

RBC Wealth Management partners with Love You Cookie to spread defiant optimism and improve access to mental health resources.

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