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.

mature business owner looking at ipad

Exploring the psychology of charitable giving: Three mental barriers that hold donors back

 Dec 20, 2024 |RBC Wealth Management

Despite generational differences, the obstacles donors face around giving are largely the same.

Read more
Woman shopping for groceries

The Fed approaches a new phase of interest rate policy

 Dec 19, 2024 |Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Read more
Busy office workers

U.S. productivity renaissance

 Dec 12, 2024 |Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Read more
Woman writing Christmas cards

Want to make financial gifts to family or charity? Here’s how

 Dec 05, 2024 |RBC Wealth Management

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

Read more
Laptop keyboard with technology symbols

AI through an ESG lens

 Dec 04, 2024 |RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

Read more

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.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Archives

Categories