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09/07/2026
What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.
Understanding Equity Compensation Net Unrealized Appreciation and how it affects tax responsibilities.
Are you looking for a balance? Find yours, starting with this video.
09/04/2026
You've allocated your assets; you just may not realize it yet.
Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.
09/04/2026
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...
09/04/2026
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 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
09/02/2026
Thinking about a prepaid debit card? Consider the pros and cons.
Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card.
09/02/2026
Learn how to maximize your Qualified Charitable Distributions!
Understanding Qualified Charitable Distributions Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
08/31/2026
Considering alternative investments? It’s critical to sort through the complexity.
Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity.
08/31/2026
Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.
Understanding the SECURE Act 2.0 A timeline covering a few of the major provisions of the SECURE Act 2.0.