Bubela Wealth Management

How many credit cards do you have?

Spotting Credit Trouble The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

Six Surprising Facts About Retirement Confidence This attention-grabbing infographic covers retirement topics you may not have considered.

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

Generate income and rebuild principal. A powerful one-two punch.

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How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bridging the Confidence Gap

Does your insurance cover you if you get into an accident with an uninsured driver?

Protection Against Uninsured Drivers You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

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Do global and international mutual funds complement or conflict with each other?

Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

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