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.

Audio Commentary: Exploring the opportunities in international markets

Jun 17, 2020 |RBC Wealth Management

Alan Robinson, RBC Portfolio Analyst, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the outlook for international markets.

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Health and wealth: Why investing in your wellness now will help you in the future

Jun 17, 2020 |RBC Wealth Management

With direct links between financial fitness and physical health, it pays to take a preventative approach to both.

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Where to find opportunities in a zero interest rate world

Jun 12, 2020 |Thomas Garretson, CFA

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

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Woman at home writing a check

How the CARES Act stimulus will affect your charitable giving

Jun 09, 2020 |RBC Wealth Management

The new CARES Act legislation allows up to $300 given to a qualified charity to be claimed as an above-the-line deduction. Learn what this means for those donating.

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Taking stock, Part 5: The anatomy of a recovery

Jun 09, 2020 |Ben Graham, CFA

The 2020 bear market and recovery differ from previous recessions in time compression on the downside and an above-average pace on the upside.

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Creativity brings human touch to clients during COVID-19 pandemic

Jun 09, 2020 |RBC Wealth Management

RBC Wealth Management employees are committed to helping their clients thrive and communities prosper.

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Why are U.S. equities rallying while Main Street struggles?

Jun 05, 2020 |Kelly Bogdanova

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

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Financial elder abuse: Safeguarding senior and vulnerable clients

Jun 04, 2020 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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The road to recovery for the U.S. Economy

Audio commentary: The road to recovery for the U.S. economy

Jun 03, 2020 |RBC Wealth Management

Tom Porcelli, a Managing Director and Chief U.S. Economist at RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the post-COVID-19 U.S. economic recovery.

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Young girl looking at jar of coins spilled on table

Five steps for raising financially confident girls

Jun 02, 2020 |RBC Wealth Management

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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