Forth Wealth Management

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 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Keeping up with the pace of change in the AI world seems overwhelming at times.

AI & You in 2027

Beneficiary designations on IRAs, 401(k)s, annuities, and life insurance generally determine who receives those assets—regardless of what your will may say.

Take a few minutes to confirm:
- Your primary and contingent beneficiaries are current.
- Percentages are correct.
- Changes in marriage, divorce, births, or deaths are reflected.
- Your estate plan and beneficiary designations work together.

A simple annual review can help prevent unintended consequences and keep your financial plan aligned with your wishes.

Go Forth with Your Financial Future.

The summer months can be a trying time for any investor, but 2026 feels like it’s brought a little more heat than usual.

Summer 2026: Sticking With Your Strategy

The pace of change in our industry means that relying on what we learned five or ten years ago simply isn’t enough to serve clients well today.

Investing in Education

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 Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

New school year, new chances to learn—about money too.

“An investment in knowledge pays the best interest.” ~ Benjamin Franklin.

Start the year with conversations about saving, spending, and planning ahead.

If only Doc Brown had a financial version of that DeLorean. The truth is, every investor would love to have a crystal ball. But the future has a way of surprising even the best and brightest.

Robots, Rockets, & Rates: A 2nd-Half Preview

I read a great article recently about a woman reflecting on her mother’s illness and passing, and it really stuck with me. It wasn’t just emotional—it highlighted some incredibly practical gaps we all should pay attention to.

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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 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.