Elder Wealth Management, LLC

10/09/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

10/09/2026

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.

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

10/07/2026

Discover how insurance can play a vital role in managing and protecting your wealth. From liability exposure to tax considerations, learn about the sophisticated tools that support estate planning goals and generational wealth growth.

10/05/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

10/02/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

09/30/2026

Do global and international mutual funds complement or conflict with each other?

09/28/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

09/25/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

09/23/2026

Make this the year you start your journey to financial independence. Pursue financial independence next year with a few simple but empowering resolutions.

09/21/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.