Shank Wealth Management

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

There are many factors to consider before tapping retirement money to pay for college.

Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.

Some simple, inexpensive energy-saving tips that may help you save money.

A Penny Saved is Two Pennies Earned Here are some simple and inexpensive energy-saving tips that may help you save money.

Your insurance needs don’t stay the same when the nest empties, but what changes?

Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?

Are you considering a FIRE retirement? Learn the basics here.

FIRE Retirement This short, informative article teaches the basics of the FIRE movement.

Tax time can be a good time to give your household budget a checkup.

Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Earnings season can move markets. Find out why.

Earnings for All Seasons Earnings season can move markets. What is it and why is it important?

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.