David Constantino- The Legend Group

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

The Business Cycle Understanding the economy's cycles can help put current business conditions in better perspective.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

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

Ever wonder about those free credit scores you get once a year?

The Lowdown on Those Free Credit Scores What’s the deal with your yearly free credit report?

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...

Weekly Market Insights | Stocks Upbeat on AI; Warsh: "Less is More." Weekly Market Insights | Stocks Upbeat on AI; Warsh: "Less is More."

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

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A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Take an inside look into Simplified Employee Pension plans.

Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...

Weekly Market Insights | Stocks Slip; Attention Shifts to Bonds

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.