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.

Man looking out window into fog

Is Fed policy entering a new phase?

Jul 28, 2022 |Thomas Garretson, CFA

Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.

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Financial strategies for millennials managing a sudden windfall

Jul 26, 2022 |RBC Wealth Management

Newfound wealth affords endless opportunities—but in order to protect your assets, you need to take time to plan.

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Stay engaged with ESG investing through proxy votes

Jul 22, 2022 |RBC Wealth Management

Paying attention is key: By staying informed, investors and shareholders can participate in the proxy voting process.

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Skyscrapers from street level

Not your average earnings season

Jul 21, 2022 |Kelly Bogdanova

Investors will need to look deeper at earnings results for possible clues about the path forward.

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Family members with disabilities need special planning

Jul 20, 2022 |RBC Wealth Management

Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.

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Ten key discussion points for your mid-year review

Jul 15, 2022 |Angie O'Leary

Major changes aren't necessary, but a mid-year review can be a perfect time to reassess your financial strategy.

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How inflation and recession worries muddy the investment outlook

Jul 14, 2022 |Kelly Bogdanova

We take stock of these stubborn challenges, and look at whether a retrenchment in corporate earnings may be the next shoe to drop.

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How are recession risks impacting equities?

Jul 08, 2022 |Kelly Bogdanova

We look at how rising recession risks are affecting equity markets, and discuss why there’s no “one-size-fits-all” market response to recessions.

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