Investments

You can do everything right on paper (save diligently, spend reasonably, stay invested for the long haul) and still land in a very different retirement than...

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what...

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a...

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption...

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move...

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive...

A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions.

And somewhere in the back of your...

Many people think about taxes once a year, when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions...

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested...

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for...

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different...

A Helpful Guide on the Different Types of Powers of Attorney

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the...

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe...

Believe it or not social media scams have been picking more pockets than any other scam today, including phone call and text fraud.1

There have been more than...

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the...

What was the last money mistake you made?

If you’re like most folks, you’ve made at least one upsetting money mistake in the past year, and you’d like to do...

What happens when you start to feel afraid or greedy?

Do you feel like taking your time and waiting to make your next move?

Probably not.

That’s because both fear...

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Retirement can feel like a finish line after decades of working, but you may not be able to cross...

Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the...

The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public...

How often do you set new financial goals? How often do you achieve them?

Most of us aren’t very successful with our goals, even when we have the best intentions...

Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional...

For many Canadians, building true wealth might seem unobtainable, or even illusory considering that many people, who very recently were sitting on six and...

Investing your money is easier than ever in this digital age. Gone are the days of having to call or visit a financial professional in person. Now, most...