Steward Advisors

These 6 things might make your next return a prime target for an IRS audit.

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

How to Make the Tax Code Work for You When you take the time to learn more about how it works, you may be able to put the tax code to work for 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?

The S&P 500 is ubiquitous. Ever wonder how it works?

The Anatomy of an Index The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Protect yourself from identity theft.

To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

10 tips that can head-off marriage money problems.

Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause.

Being healthy may help your personal finances.

Putting a Price Tag On Your Health Being healthy not only makes you feel good, it may also help you financially.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 As a Certified Financial Planner (CFP), I can help you and your family create life-long financial goals and create a plan and investment strategy unique to your needs.