Your source for valuable insights

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

Wealth planning (9)

Bride and groom on beach

Financial tips before saying "I do"

May 06, 2025 |RBC Wealth Management

It pays to talk about money and your individual approach to finances with your partner before it can become an issue.

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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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Graduate after graduation

College funding: It's a family affair

May 01, 2025 |RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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Older woman working on a tablet

Business owner? What’s your retirement plan?

Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

Jun 28, 2024 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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Father and son holding hands

How to choose a Senior Living Facility

Apr 15, 2022 |Thomas Smith

Aging parents. We want them to be happy and comfortable. Read how to sift through the various options to find the right facility.

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Woman walking through airport

Travel and leisure 2021 and beyond ... shortstaffed and delayed

Aug 17, 2021 |Thomas Smith

The pent-up demand for travel and leisure has outstripped capacity leaving the travel industry understaffed and unprepared. Learn some "Pro tips” how to navigate the long lines and short staffing.

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hiker balancing on a rock

Our National Parks - a great family vacation...and affordable

Jul 27, 2021 |Thomas Smith

Our National Parks are a treasure, and also quite affordable. Learn how to inexpensively entertain your family while also creating a lifetime of memories.

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Baseball glove and ball laying on field

Travel sports for your aspiring athlete. Are they worth it?

Jul 12, 2021 |Thomas Smith

“Youth Travel sports” have begun to replace traditional city league sports. Are they worth it?

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Insights by Thomas Smith