Founder and CEO of Arbor Financial Services

10/12/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

10/09/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

10/09/2026

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.

10/07/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

10/05/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

10/02/2026

Three tips for giving smart from the heart.

09/30/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

09/28/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

09/25/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

09/23/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.