Aegis Financial Partners

Committed to increasing your financial literacy? Don't be afraid to ask questions.

The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge.

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

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

The sooner you begin investing, the longer your money can work for you.

The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

What should you look for in a personal finance app?

What to Look for in Personal Finance Apps An increasing number have been developed to help individuals with their personal finances.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

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🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast Forecast Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works. An Arm and a Leg A visit to the hospital can be painful, for both your body and your wall...

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Financially Savvy at Six Figures Help your clients with these practical steps to make the most of their six-figure income.