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Independent Fee Based Wealth Management and Financial Planning
Securities and investment advisory services offered through Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. For full disclosures please see our website at https://www.iws.one/social
09/09/2026
Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
09/08/2026
Can I Retire at 60 With $1 Million? Episode 13 of the Knoxville Financial Q&A show is now available at http://www.wealthyknox.com.
09/07/2026
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
09/07/2026
Every year since 1947, the U.S. President pens an economics textbook.
Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.
09/02/2026
Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.
What You Need to Know About Social Security Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
08/31/2026
Do you need umbrella insurance? Find out more.
Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.
08/26/2026
Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.
08/25/2026
Knoxville Financial Q&A Episode 12. The 7 Retirement Ages You Can’t Afford To Miss is now available at https://www.wealthyknox.com.
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