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.

Federal Reserve

Six rate cuts in search of a reason

Sep 11, 2025 |Atul Bhatia, CFA

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

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Woman drinking coffee

Pooled Employer Plans – To Pool or Not to Pool

Sep 09, 2025 |Steven Dimino, AIF, PPC

For those business owners or HR directors who are frustrated by the increasing responsibilities that come along with sponsoring and administering a 401(k) program – A Pooled Employer Plan (PEP) may be an option for you.

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patio image

THE EXIT WINDOW IS OPEN

Sep 09, 2025 |Bruce Gelfand, CRPS, CEPA
In our first blog we focused on retirement benefit improvement, making sure your corporate plans are appreciated and as efficient as possible. Following that we announced our own Pooled Employer Plan (PEP) designed to help business owners create and maintain...
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Better Hiring for Better Business Value

Sep 09, 2025 |Steven Dimino
Better Hiring for Better Business Value By: Bruce Gelfand Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer...
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A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

Retirement plans: Creating a sponsor friendly, appreciated benefit

Sep 09, 2025 |Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

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Two business people inspecting robotics in a manufacturing facility.

Will the economy’s 2025 resilience continue?

Sep 08, 2025 |Joseph Wu, CFA

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

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Grandparents

Executive summary: The biotech revolution and longevity

Sep 04, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Umbrellas

Nothing new about September slides for stock markets

Aug 28, 2025 |Kelly Bogdanova

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

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happy grandfather and granddaughter

Life reimagined: The biotech revolution and longevity

Aug 27, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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woman holding paintbrush in page

Retirement planning at every age

Aug 27, 2025 |RBC Wealth Management

Follow these eight age-based retirement income planning guidelines to put yourself on the path to the financially secure future you want.

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