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.

Daughter and father reviewing finances

A new era of wealth transfer

May 06, 2025 |RBC Wealth Management

A recent wealth transfer survey conducted by RBC Wealth Management found that the key to a successful wealth transition to the next generation includes communication, heir preparedness and alignment of family values around the purpose of wealth.

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Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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Elliott Hollub

How the country has changed in my lifetime - A blog by Elliott Hollub

Dec 02, 2024 |Elliott Hollub

Elliott Hollub details how inflation has been the biggest change to our country that he has seen

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woman window shopping

Unsubscribe for More Savings

May 06, 2024 |Margaret Ann Haake

Planning for your future can be as easy as reviewing your monthly subscription list and canceling what you aren't using. We developed a convenient list to help you make sure you aren't throwing your money away on useless subscriptions anymore.

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Hiker looking out over mountain range representative of looking out for your legacy.

Teach your children well

Mar 15, 2023 |Kristie Svejda

Alegbra and Compound Interest: How to make sure we are setting our kids up for success

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Photo of lottery tickets

Reality vs. The Dream

Nov 09, 2022 |Kristie Svejda

We all can understand the allure of the “Get Rich Quick” possibility that comes with buying a lottery ticket, but scheduling automatic contributions to savings and retirement accounts can be just as easy – and, in the long run, more rewarding.

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Woman shopping at mall

Financial self-care

Jan 27, 2022 |Kristie Svejda

Ladies, start your new year with financial self-care

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Halloween photo

Life at arm's length

Nov 09, 2021 |Kristie Svejda

Don’t let an ‘arm’s length view’ of investing prevent you from seeing the whole picture.

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Woman with Arms outstretched

Finding motivation in our new world

Aug 13, 2020 |Kristie Svejda
Five-months into quarantine I find myself reaching for motivation. What can I do to make today better or different than yesterday? I live on an adorable cul-de-sac in the heart of Kansas City, we have a cul-de-sac facing both east and west and both circle...
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