Karen Codman, AIF Lunaria Wealth Management

Karen Codman, AIF   Lunaria Wealth Management

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Securities, insurance products, and investment advisory services offered through Osaic Wealth, Inc.

Monthly Market Insights | September 2026 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

How the Federal Reserve Works 09/07/2026

Secrets of the Temple: How the Federal Reserve works.

How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

How to Retire Early 09/04/2026

Before retiring early, take a look at the cold, hard facts.

How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

08/31/2026

When you choose to take Social Security might impact your retirement income. Find out how.

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Raising Healthy Children 08/26/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Raising Healthy Children Healthy habits are one of the greatest gifts to give your child.

Managing an Inheritance 08/21/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

Leaving Your Lasting Legacy 08/19/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation.

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