Prosperity Financial Associates

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Ben Franklin used compound interest to make big contributions to his two favorite cities.

The Power of Compound Interest Learn how to harness the power of compound interest for your investments.

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Terrible or wonderful; Could a variable annuity be right for you?

Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Perception vs. Reality Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

What should you look for in a personal finance app?

What to Look for in Personal Finance Apps An increasing number have been developed to help individuals with their personal finances.