Prominent Peak Wealth Management

10/08/2026

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.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/08/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

10/06/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

10/01/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

09/29/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

09/25/2026

I had the pleasure of attending my third She Impacts Conference, hosted by Ash Brokerage, and once again, it was such an incredible experience!

There’s something truly special about connecting with other women in our profession, sharing experiences, learning from one another, and continuing to grow together.

I walked away with so much valuable information, fresh perspectives, and practical strategies that I’m excited to implement in my practice, especially as I continue to find better ways to support and empower my female clients throughout their financial journeys.

Grateful for the connections, the conversations, and the opportunity to keep learning and growing. Thank you, Ash Brokerage, for creating a space where women in our industry can connect, learn, and inspire one another.

To my fellow female entrepreneurs and business owners: You work hard to build your business, but are you giving the same attention to building and protecting your personal financial future? From retirement planning and tax-efficient strategies to protecting what you’ve built, having a plan matters.

If you’re a woman in business who wants to feel more confident and intentional about your financial future, I’d love to connect and start the conversation.

09/24/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

09/22/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

09/17/2026

A disability could keep you from work and increase costs. How can you protect yourself?

09/15/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.