09/04/2026
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?
Certified Financial Planner CFP®
09/04/2026
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?
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.
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
What does it actually cost to raise a child? You might be surprised.
08/31/2026
Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.
Women and Wealth: A Pivot Towards Retirement Tips and strategies for women approaching retirement to ensure a smooth transition.
08/28/2026
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.
08/26/2026
Have a strategy for discussing healthcare with your parents.
Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
08/21/2026
What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.
Understanding Equity Compensation Net Unrealized Appreciation and how it affects tax responsibilities.
08/19/2026
Concerned about identity theft? Some things to leave at home.
Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
08/17/2026
After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
Retirement Seen Through Your Eyes What's your vision of retirement?