Caleb Clark, Financial Adviser

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.

09/22/2026

Proud to tee up a great cause! ⛳️

Honored to support Habitat for Humanity and help build stronger communities. 🏡

Thank you to everyone that came out and played, sponsored, and volunteered so that we can build another home in our community!! Golf outings vary from simple to grand but this year, we kept it simple with 100% of our proceeds going to our next build! A HUGE Thank You to the American Legion Kokomo for being so easty to work with and your support and partnership. Thank you for including our Veteran Partner Family on your team and making him feel so welcome 🇺🇸

09/11/2026

Today, we pause to remember the lives forever changed on 9/11.

09/04/2026

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.

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

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

07/08/2026

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.

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.

06/18/2026

Nearly 6% of home listings were pulled off the market in April! 🏠

That's the highest rate since March 2020. Higher mortgage rates, softer demand, and longer timelines are all pushing sellers to the sidelines. Some would rather wait than accept a lower offer. Meanwhile, buyers in many markets have more negotiating power than they've had in years. 🤝

Get the details and what it means — check out the full story below:

Source: https://www.cnbc.com/2026/06/03/sellers-delisting-homes-redfin.html

06/15/2026

Auto debt in the U.S. reached $1.68 trillion at the end of 2025 — a 37% increase since 2018! ⚠️

The average monthly car payment has climbed from roughly $506 to over $680, and $1,000/month payments are increasingly common for new vehicle purchases. For many households, higher transportation costs are quietly crowding out other financial priorities — savings, emergency funds, and everyday expenses. Vehicle affordability is a financial planning conversation, not just a purchasing one. 🚗

If rising transportation costs are affecting your overall budget, we're here to help put the full picture in focus. Reach out to schedule a complimentary review.



Source: https://www.cnbc.com/2026/05/06/car-payments-squeeze-americans.html

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.