Jim Weinstock, Financial Advisor, Portfolio Manager RBC Wealth Management

08/09/2026

Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a selloff of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.

08/07/2026

Take a look at this infographic to see how America's debt stacks up against other countries.

The U.S. has a larger government debt than any other country worldwide. Relative to its GDP, though, the country barely makes top ten.

08/05/2026

Did you know reviewing an estate plan doesn’t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. I’d love to help review any changes and discuss updating your documents accordingly.

𝐑𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐚 𝐫𝐞𝐟𝐫𝐞𝐬𝐡? Let’s talk.

08/05/2026

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

08/04/2026

Our 2026 Women and Wealth survey proves it: Women are reaching new financial heights.

From millennial business owners to baby boomer legacy builders, women are prioritizing inner wealth and family security over traditional metrics.

Discover more insights on how women are redefining wealth today.

Read the full report here: https://bit.ly/4yTv9K8

08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionals—estate planning attorneys, CPAs and trust officers—along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

07/31/2026

The One Big Beautiful Bill Act (OBBBA): What the Qualified Small Business Stock (QSBS) expansion means for you

Three major taxpayer-friendly changes for stock issued after July 5, 2025:

• Eligible issuer size increased from $50 million to $75 million in assets

• Hold period flexibility: partial exclusions now start at three years

• Tax-free gain cap raised from $10 million to $15 million

If you have private company exposure, the pool of potentially tax-conscious investments just got considerably larger and strategic debt could enhance the tax benefit. Now is the time to review your portfolio and consult with your independent tax advisor.

07/29/2026

July 14th is the first annual Women’s Retirement Security Day (WRSD), a national initiative that brings together employers, financial professionals, policymakers, advocates and community organizations to address the retirement savings gap between men and women and help highlight the importance of retirement readiness. Retirement always feels like a “someday” issue until “someday” is suddenly “today.”

Whether retirement is on the horizon or a distant thought, if you’re wondering if you have enough saved, I have tools and resources to help you on your financial journey.

07/28/2026

https://bbc.in/4pGP6j4

Canadian officials say that fire activity in Ontario is beginning to ease, with air quality expected to improve in US cities too.

07/27/2026

Women are redefining what it means to build wealth. Our latest 2026 Women and Wealth survey explores how baby boomers, Gen X and millennials are closing the wealth gap and reaching new financial heights, with millennials leading the charge as executives and entrepreneurs.

See how these changemakers are building real momentum and setting the benchmark for future generations.