The Red River Group at RBC Wealth Management

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

Retirement income planning should include tax-diversification strategies

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Rally realities

The new issue of Investor’s Edge just published. Learn about investment strategies for biodiversity, turbulent times, retirement income planning and gift giving.
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The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

Shaking up corporate Japan

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Positioning for inflation shocks

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

The death of (traditional) value

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.

Shipping risks underestimated?

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

Are banks facing a real estate reckoning?

The new issue of Investor’s Edge just published. Learn about investment strategies for second homes, volatile markets, educational funding and adding transition investing to a portfolio.
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Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.

Thinking hard about a soft landing

Did you know this about money management? Parents, we support you in helping your children reach financial independence. Contact me to receive age-appropriate financial resources for your needs.

What legacy do you want to leave? Is your family up to speed? Read our article on preparing your family members for an inheritance:

Stages not ages: A new perspective on when heirs are prepared Six stages to help prepare your family for their inheritance.

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

Looking back, looking ahead – with guarded optimism

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.

The opening acts of recession

Better support your favorite charitable organizations by spreading your giving throughout the year. It may also be beneficial to you. Read more:

Tax-smart charitable giving strategies you can use any time of year Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

If you've spent too many hours peering at screens in recent months, log off, unplug and recharge with tech-free retreats. Explore five premium off-the-grid vacations:

When less is more: Five premium off-the-grid vacations Set your out of office and log off your devices—there's no better time than now to find refuge in the great outdoors.

Need short-term liquidity with potential tax deductible interest to fund private equity calls? Let’s connect so you don’t have to sell investments or use cash reserves. Reach out to me to learn more.

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

UK: Stagflation nation?

Supporting your child in their life and academic pursuits can have an immense impact of their future. Check out our partner company's strategies which include frequent communication, being present, and outlining a plan.

FLEX Successful Ideas For Effective Parental Involvement With High School Students Successful Ideas For Effective Parental Involvement With High School Students. Parents of all students should make an effort to involve themselves in their child’s education.

As the world realigns under deglobalization, we examine the challenges to dollar dominance and whether the greenback is facing any true currency rivals.

De-dollarization: The dollar in doubt?

It’s important to plan ahead when giving to charities. Learn how your income, taxes, legacy and estate planning may all affect your charitable giving in the new issue of Investor’s Edge.

Incorporate charitable giving into your wealth plan ’Tis the season for giving. Americans give nearly $500 billion to U.S. charities each year, according to Lilly Family School of Philanthropy, and Double the Donation reported that 30% of all annual donations are made in December.

The U.S. equity market is purring along, but the threat of market volatility remains. We look at three lingering risks investors should keep in mind.

Not out of the woods

China’s government announced policies that could have broad implications for equity markets, commodities, and economic growth.

What do China’s policy initiatives mean for investors?

We explain why we believe it will be status quo for the currency despite reports to the contrary.

Is the U.S. dollar still a viable reserve currency?

Did you know there are several education savings and investment options? Connect with me today to learn more about planning and saving for the college-bound students in your life.

College costs are on the rise, as is federal loan debt. Let’s discuss your options for investing in education for your loved ones through various saving options to avoid debt for you or your students. Contact me to learn more.

College education costs continue to increase annually in the U.S. I can help you explore ways to save for education for your loved ones and plan for your retirement as well. Contact me to learn more.

UK and European stock markets remain cheaper than the U.S. though some areas discount a blue sky scenario.

What lies ahead for UK and European equities? UK and European stock markets remain cheaper than the U.S., though some areas discount a blue sky scenario.

GivingTuesday is Nov. 29, 2022. Support the charitable causes that matter most to you on this day and you’ll be part of the annual initiative that started in 2012 to foster generosity globally. https://www.givingtuesday.org/

Many global central banks have taken the first steps in signaling a more cautious approach to rate hikes—except the Fed. The Fed now stands alone.

How high must the Fed hike rates to fight inflation?