Financial Innovations

Three important questions to consider before you start taking.

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.

Check out this informative video on bull and bear markets to better understand how the stock market works!

Bull and Bear Go To Market Learn about the difference between bulls and bears—markets, that is!

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring Earlier Than Expected? What To Know Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Credit Card Payoff Find out how long it may take to pay off a credit card balance and what it costs in interest.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Why are they made again and again? This piece helps make sense of these errors in judgment.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgment.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

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