09/07/2026
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...
09/07/2026
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
09/04/2026
D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
09/02/2026
Benefit. Premium. Policyholder. Learn the language before evaluating your options.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
08/31/2026
Valuation is important for business succession, estate taxes and even qualifying for a loan.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
08/28/2026
Looking for the latest tax bracket changes? Use this handy reference guide to save time.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
08/26/2026
A home warranty may make sense, but you need to set proper expectations.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
08/24/2026
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.
08/21/2026
Children with special needs may need ongoing help after their parents are gone.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
08/19/2026
When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.