Jim Baadshaug - Everest Retirement Planners

10/10/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

10/09/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

10/08/2026

Each fall, Medicare gives beneficiaries an important opportunity to review their healthcare coverage and make sure it still fits their needs. Medicare’s Annual Enrollment Period runs from October 15 through December 7, 2026, with most...

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.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets 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. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

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

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

10/07/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

10/06/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

10/05/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

10/04/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.