Genesis Wealth Management

10/12/2026

Today, we recognize Indigenous Peoples’ Day, a time to honor the rich histories, diverse cultures, and enduring contributions of Indigenous communities.

It is a day to reflect on the deep-rooted heritage that shapes our shared landscapes and to acknowledge the resilience and vibrant traditions that continue to influence our community today. We join in celebrating the voices and stories that enrich our history.

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.

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.

10/06/2026

Setting investment goals means defining your dreams for the future. When you're setting goals, it's best to be as specific as possible.

10/02/2026

For affluent investors, accessing capital shouldn't mean liquidating a carefully built portfolio. Discover how portfolio-backed lending safeguards your assets and fosters your wealth-transfer strategy.

09/30/2026

LPL Research analyzes historical performance of S&P equity sectors after the start of Fed rate-hiking campaigns to help investors navigate the new cycle.

09/28/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

09/25/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

09/18/2026

It’s easy to misjudge what retirement really requires. By recognizing common mistakes early, you can avoid costly missteps and build a plan that supports your goals for the long haul.

09/16/2026

Stay informed with our Weekly Market Commentary. LPL Research reveals what past rate-hike cycles can teach investors and why today's market backdrop remains supportive. Here are the latest updates and expert insights.

This week's Weekly Market Commentary discusses how a hotter-than-expected CPI report increased expectations for a Federal Reserve rate hike, while stocks and bonds responded calmly as investors appeared less concerned about the impact of higher rates than previously feared. It also examines why this...

09/14/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.