Bruce Graev Financial Associates

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

Monthly Memberships A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

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 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

Life and Death of a Twenty Dollar Bill How long does a $20 bill last?

Currency has been around for a long time. Here's a quick history lesson.

The History of Currency

There are benefits and limitations when you decide to donate stock. Learn more from our message.

Making a Charitable Contribution There are benefits and limitations when you decide to donate stock.