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.

Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Sep 10, 2024 |RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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Credit where credit is due?

Sep 05, 2024 |Atul Bhatia, CFA

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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Federal Reserve building

Fed rate cuts on the horizon

Aug 30, 2024 |Joseph Wu, CFA

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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Capital hill building Washington DC skyline

No free rein: The realities of U.S. presidential power

Aug 26, 2024 |Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

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Investing in the future: Creative programming makes financial education fun

Aug 23, 2024 |RBC Wealth Management

Young people are learning about the stock market, investing and personal finance through innovative activities and games.

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Generative AI: enablers and adopters

Aug 22, 2024 |Frédérique Carrier

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.

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North American labor markets: Past the point of no return?

Aug 15, 2024 |Josh Nye

Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.

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Global equity: Offense still on the field; defense ready for the call

Aug 09, 2024 |Jim Allworth

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

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Equity traders at work

Nagging questions facing equity markets

Aug 09, 2024 |Kelly Bogdanova

Four unresolved issues related to the selloff stand to hold sway over stocks. More volatility is likely, and we favor a defensive tilt in equity portfolios, focusing on high-quality shares that can better withstand further economic deterioration.

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Woman holding phone

How high-net-worth individuals can mitigate cybersecurity risks to protect their assets

Aug 08, 2024 |RBC Wealth Management

Cybercrime can result in financial loss, reputational damage and data breaches.

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