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.

Analysis (3)

Globe

How BRICS sees the world

 Oct 02, 2025 |Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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Advisor meeting with young couple

Four strategies to prepare your portfolio for market volatility

 Sep 24, 2025 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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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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How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Not all lessons happen in the classroom

It’s not always easy to talk about your finances, especially with your children. But knowing how to manage their money wisely is a critical skill for their futures—and one often not taught at school. We can offer you smart tips and strategies for how to make sure your children learn the skills they need to manage their money wisely. Contact us today to learn how to give your children a head start on financial success.

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