Poulter Investment Advisors

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video.

Quantifying the Environment for Stock Selection Alpha LPL Research discusses how investors can assess whether the current environment is constructive for investing in long/short equity or equity market neutral funds.

Weekly Market Performance | September 4, 2026 LPL's Weekly Market Performance for the week of August 31, 2026, highlights choppy trading for stocks, higher Treasury yields, and mixed commodity markets.

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Social Security: By the Numbers Here are five facts about Social Security that might surprise you.

There are thousands of Exchange Traded Funds available. Should you invest in them?

Should You Invest in Exchange Traded Funds? There are thousands of ETFs available. Should you invest in them?

🇺🇸 **Happy Labor Day!** 🇺🇸

Our office will be **closed Monday, September 7th, in observance of Labor Day.**

We hope you enjoy a safe and relaxing holiday weekend with family and friends! ❤️🤍💙

We’ll be back in the office and ready to serve you on **Tuesday, September 8th.**

Have a wonderful Labor Day weekend! 🇺🇸

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 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Free Cash Flow Adjustments Reflect Owner Economics LPL Research analyses adjustments to headline free cash flow measurements that more accurately reflect owner economics.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Comparing Mortgage Terms Compare different mortgage term lengths side by side to find the option that fits your budget.

Are French Bond Spreads Flashing a Warning Sign? LPL Research discusses what is driving a rise in French government bond yields and what this may mean for global bond markets.