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.

Sheepdog

Is Kevin Warsh a sheep in wolf’s clothing?

Jul 31, 2026 |Thomas Garretson, CFA

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

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Woman in grocery looking at prices

July Executive Briefing: Three risks facing the U.S. in the second half of 2026

Jul 31, 2026 |Frances Donald and Mike Reid, RBC Economics

RBC Economics breaks down the key vulnerabilities in the U.S. economic landscape as the second half of the year gets underway.

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Woman inputting info into computer

Should I sell assets or borrow against them? The math behind strategic liquidity decisions

Jul 28, 2026 |RBC Wealth Management

When you need cash fast, a securities-based loan may be more cost-effective than selling appreciated assets. A simple equation can help you weigh your options.

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Stepping stones

Equity bull cycle intact but rising long-term rates are a growing risk

Jul 24, 2026 |Robert Sluymer, CFA

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

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College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Jul 20, 2026 |RBC Wealth Management

Learn how 529s can be an effective tool to build a college fund for today and the future.

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South Korea

Anatomy of the South Korean equity rollercoaster ride

Jul 17, 2026 |Jasmine Duan

Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a selloff of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.

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AI datacenter

The commoditization of AI models and compute

Jul 10, 2026 |Tyler Frawley, CFA

Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

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Mature couple looking at a computer discussing taxes

Thinking of moving to a different state for lower taxes? Here’s what you need to know before relocating

Jul 09, 2026 |RBC Wealth Management

Tax savings can be a powerful motivator for moving states, but it’s not the only factor to consider.

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Hand analyzing stock market data

What is an IPO? A look at initial public offerings and how they work

Jul 03, 2026 |the Inspired Investor Team, RBC Direct Investing

Discover the mechanics of IPO investing, from understanding share allocation to researching new listings.

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