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.

Global Insight Monthly

The death of (traditional) value

Feb 07, 2024 |Kyle Bergacker, CFA

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

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Federal Reserve building

When a Fed push results in a market shove

Feb 02, 2024 |Thomas Garretson, CFA

Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back.

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Container ship

Shipping risks underestimated?

Jan 25, 2024 |Frédérique Carrier

With the Suez and Panama Canals operating below capacity, global shipping costs are climbing. We explore the corporate highs and lows from the situation and those that may benefit and those that may lose out.

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Runners

Can small-cap equities go the distance?

Jan 18, 2024 |Kelly Bogdanova

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

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Field of windmills

Incorporating transition and carbon investing into your portfolio

Jan 16, 2024 |RBC Wealth Management

The sector of transition investing is rapidly growing. Businesses working to transition to net zero are preparing and adapting for future policy, legal and regulatory regimes, evolving consumer preferences, new technologies, etc.

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Students in college classroom

Studying college tuition costs

Jan 16, 2024 |RBC Wealth Management

Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.

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two investors looking at charts

Tax considerate planning may pay off during volatile markets

Jan 16, 2024 |RBC Wealth Management

Want some tax considerate wealth planning ideas to consider during volatile markets? See the new issue of Investor’s Edge to read the article.

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Couple looking at blueprints of a house

Second homes, key considerations and risks

Jan 16, 2024 |RBC Wealth Management

Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.

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Multi generation family discussing healthcare

How to pay for long-term care in a health crisis

Jan 15, 2024 |RBC Wealth Management

It may be essential to plan for unexpected health crises in order to protect the assets of parents and their adult children.

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Woman pointing to a chart

Have bonds rallied too far, too fast?

Jan 11, 2024 |Thomas Garretson, CFA

Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?

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