Phronesis Wealth Management

10/08/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

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.

10/05/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

10/03/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

10/01/2026

You’ve been named executor of an estate. Now what?

Serving as an executor can come with more responsibility—and more moving parts—than many people realize. From locating important documents and managing assets to handling debts, taxes and distributions, knowing what to expect can make the process easier to navigate.

In our latest blog, we walk through some of the key things every executor should know before settling an estate.

Being named an executor is an honor—but also comes with important responsibilities. Learn what to expect and how thoughtful planning can make the process easier. Understanding the role before it's needed can help reduce stress during an already emotional time.

10/01/2026

Considering alternative investments? It’s critical to sort through the complexity.

09/28/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

09/26/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

09/24/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

09/21/2026

Proud to be sponsoring another Hole in One Contest for the GSPACC Driving Force for Business Golf Tournament at Chartwell. ⛳️