Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

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Against odds: Why responsible investing is here to stay

Oct 08, 2025 |RBC Wealth Management

Explore the latest responsible investing newsletter covering why responsible investing is here to stay with commentary on equity and fixed income products, as well as an overview of impact investing

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Employee pushes cart through servers in a data center.

AI’s big leaps in 2025

Oct 06, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.

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Globe

How BRICS sees the world

Oct 02, 2025 |Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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New Parent Checklist: Financial and Non-Financial Must Do's

Sep 26, 2025 |Parker Thompson

Ensure Your Growing Family's Financial Security. Use this checklist to navigate essential updates to your financial plan, from beneficiaries to college savings, following the arrival of your new child.

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The numbers behind U.S. tariffs

Sep 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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How will the One Big Beautiful Bill shape your legacy?

Sep 25, 2025 |Bill Ringham

The One Big Beautiful Bill Act removes uncertainty over tax brackets and estate tax. Families should take time to review estate plans to take full advantage.

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Older couple sitting with their daughter in their living room looking at accounts on a tablet and discussing finances.

The Great Wealth Transfer and its impact on philanthropy

Sep 19, 2025 |RBC Wealth Management

By involving heirs in philanthropic decisions today, families can create a clear path for continuing their charitable legacy.

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Financial advisor reviewing life insurance options with a young couple.

Insurance coverage: Four life stages you need to prepare for

Sep 15, 2025 |RBC Wealth Management

Protection needs evolve over time. Make sure to revisit your strategy for financial coverage as you move through life.

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Inheriting Money: What to Know and How to Utilize it Wisely

Sep 10, 2025 |Parker Thompson
Receiving an inheritance is often a bittersweet experience. It comes with the grief of losing a loved one and the profound responsibility of stewarding their life’s work. In the midst of this emotional turmoil, you’re faced with significant financial...
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