Strategic Portfolio Solutions LLC

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

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

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.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

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Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

2026 Tax Law Changes The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Have a kid heading off to college? Here are a few tips.

A Cheat Sheet for Sending Your Kid to College Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

Building Your Legacy A four-step framework for building a personal legacy.