Valuation is important for business succession, estate taxes and even qualifying for a loan.
Ametrine Wealth Strategies, LLC
www.ametrinewealthstrategies.com
Our motto focuses on one thing in mind to help client design wealth strategies to help them Create, Grow, Manage, Distribute, and Protect their Wealth “For, At, or During Retirement”.
09/07/2026
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 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...
09/03/2026
Some diets lighten nothing but your wallet. Here’s a few to avoid.
09/01/2026
A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.
Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.
08/27/2026
Childhood attitudes and habits can determine your child's health in his or her adult years.
Raising Healthy Children Healthy habits are one of the greatest gifts to give your child.
08/25/2026
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.
08/20/2026
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
Yours, Mine, and Ours: Estate Strategies for Second Marriages Second marriages are a trigger event to revisit any existing estate strategies.
08/18/2026
The average college senior graduates with credit card debt. How will your kids manage money?
Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
08/13/2026
There are benefits and limitations when using a living trust.
A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
08/12/2026
Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?
Monthly Market Insights | August 2026 Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....
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