09/08/2026
An ILIT could play a role in your estate strategy.
Capital Investment Advisors
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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
09/06/2026
There are many factors to consider before tapping retirement money to pay for college.
Capital Investment Advisors
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09/03/2026
The stock market has a long and storied history, from the Dutch East India Company to Wall St.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
09/01/2026
Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
08/30/2026
Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
08/27/2026
What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
08/25/2026
Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
08/23/2026
D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
08/20/2026
Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.