Minding Money: Lara's Insights

A financial newsletter and blog in the Comox Valley

I'm glad you're here - being on this page means you want to learn more about how your financial choices can impact your quality of life.

I have been passionate about the importance of financial literacy since I started in this industry 20 years ago.  Minding Money is a quarterly newsletter I started for my friends and clients to address common questions when it comes to wealth and retirement planning and talk about the latest news in the investment industry.

If you would like each issue of Minding Money emailed or mailed to you, please send me an email.  On this blog I'll post a link to the PDF versions, as well as links to financial market and strategy opinion pieces by RBC Wealth Management professionals.

If you have any questions about anything you read here, please get in touch!

 

Latest Newsletter

 Fall 2025

In this edition:

  • Dr. Tom Deans "Every Family's Business" Thursday November 6th
  • Are you overlooking the tax-free opportunity?
  • A tax-efficient withdrawal strategy
  • Year-end checklist
A market that costs a pretty penny

A market that costs a pretty penny

 July 25, 2025 |Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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One Big Beautiful Bill Act: Beauty is in the eye of the beholder

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

 July 18, 2025 |Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

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One year in: The Labour Party’s report card

One year in: The Labour Party’s report card

 July 11, 2025 |Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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H1 2025 equity recap: Business as unusual

 July 08, 2025 |Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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