07/24/2026
The CPI has shown low inflation since '09. Are your prices rising faster than the average?
Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments.
Bruce Graev Financial Associates Our goal is to help them seek to achieve real and sustainable wealth.
Our team works with business owners, professionals and Individuals and we focus on strategies that seek to protect and build their wealth. In our experience, business owners, physicians and other professionals, have as a group three major areas of common concern- Asset Protection, Income Protection and Income Tax Protection - the focus or our planning activities for these professionals:
We sponso
07/24/2026
The CPI has shown low inflation since '09. Are your prices rising faster than the average?
Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments.
07/22/2026
What does it actually cost to raise a child? You might be surprised.
The Half Million Dollar Baby The true cost of raising a child may be far more than you expect.
07/20/2026
If you thought that payouts from life insurance are tax-free in all cases, think again.
When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.
07/17/2026
As complex as the details of taxes can be, the income tax process is fairly straightforward.
How Income Taxes Work A quick look at how federal income taxes work.
07/15/2026
Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Do you know how long it may take for your investments to double in value?
07/10/2026
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?”
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 Quarterly Market Insights | July 2026 U.S. and Canadian Markets 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. The Standard & Poor’s 500 Index rose 14...
Learn the language of life insurance.
07/06/2026
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.
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |