Summit Private Wealth Management

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/08/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

10/06/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

10/04/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

10/01/2026

A home warranty may make sense, but you need to set proper expectations.

09/29/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

09/27/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

09/24/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

09/22/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

09/20/2026

Protect yourself from identity theft.

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