07/22/2026
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
07/20/2026
Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
07/17/2026
Check out this informative video on bull and bear markets to better understand how the stock market works!
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
07/15/2026
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
07/13/2026
Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
07/10/2026
Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
07/09/2026
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.
Quarterly Market Insights | July 2026
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.
07/08/2026
Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
07/06/2026
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
07/03/2026
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.