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.

Senior man with female doctor looking at tablet

Medicare: The ABCs (and Ds) of health insurance

Oct 31, 2022 |RBC Wealth Management

It's easy to think of Medicare as a single program that automatically activates at age 65, but it's not that simple. Here are some things to consider.

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Multi generation family discussing healthcare

How to pay for long-term care in a health crisis

Oct 31, 2022 |RBC Wealth Management

It may be essential to plan for unexpected health crises in order to protect the assets of parents and their adult children.

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Washington, D.C.

U.S. debt not so concerning

Oct 27, 2022 |Atul Bhatia, CFA

Rising interest rates and trillions in U.S. government debt have left some investors nervous. We look at the implications of U.S. rates and debt.

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Abstract image of medicine

The real cost of health care in retirement

Oct 25, 2022 |RBC Wealth Management

Health care is a difficult conversation, but planning now can help take the sting out of medical bills.

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In the past 5 years phishing became the top cybercrime investigated by the FBI according to AARP based on FBI reporting. (Illustration of desk computer and light)

Cybersecurity: How to protect yourself and your money

Oct 25, 2022 |RBC Wealth Management

Don’t join the FBI statistics for cybercrime! Use these cybersecurity tips to help protect yourself and your money.

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Businessman looking out office window

Are earnings the next shoe to drop for the stock market?

Oct 20, 2022 |Kelly Bogdanova

As market uncertainty zeros in on the U.S. corporate profit outlook, we look at the 2023 earnings picture and implications for U.S. equity exposure.

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The Fed’s inflation fight pushes back on a policy pivot

Oct 13, 2022 |Atul Bhatia, CFA

The Fed will keep at it until it has inflation undeniably under control. But we think Fed messaging is evolving, and we look at what to make of this.

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Dry river bed

Receding liquidity exposes risks

Oct 06, 2022 |Frédérique Carrier

The receding tide of monetary liquidity is exposing long glossed over financial vulnerabilities and systemic risks. In this environment, we expect financial markets’ volatility to continue.

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headshots of Kelly Bogdanova and Tylar Lunke

Audio commentary: The election effect

Oct 06, 2022 |Kelly Bogdanova & Tylar Lunke

Kelly Bogdanova and Tylar Lunke discuss whether the U.S. midterm elections will be a pivot point for equities.

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Cars parked under solar panels. (Global Insight)

How solar can brighten investment portfolios

Oct 04, 2022 |Frédérique Carrier

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.

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