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.

Treasury building

Fed rate cut buys U.S. time, but no quick fix to debt

Sep 18, 2025 |Atul Bhatia, CFA

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

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Multi-generational family walking on boardwalk

Four ways to use life insurance in your wealth planning

Sep 17, 2025 |RBC Wealth Management

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

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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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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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