Blogs

Discover why AI is dominating market headlines. Understand the risks, realities, and what today’s tech-driven surge could mean for your long-term strategy.

Understand the pros and cons of today’s top charitable giving tools so you can select the approach that best fits your personal goals and long-term strategy.

For many families, financial worries don’t disappear in retirement—they simply change shape. Instead of wondering how to accumulate savings, many retirees find themselves asking a different question: “Can I enjoy my retirement without jeopardizing the legacy I hope to leave for my children?” With rising healthcare costs, inflation, and longer life expectancies, it’s understandable to wonder whether your savings will stretch far enough. And for those who have saved well, another challenge often appears: balancing a fulfilling lifestyle today with the desire to support loved ones in the future One surprisingly simple tool can help address both goals— life insurance .

Explore how to plan the future of your vacation home, address costs and ownership issues, and support smoother family decision-making.

Learn how trust-owned life insurance can protect your legacy, support complex family needs, and bring clarity to your estate plan during Memorial Day reflections.

Explore what Canada’s latest election means for markets, trade, housing, and energy—and what investors should keep in mind as new policies take shape.

Discover how annuities work and why they may help provide reliable income for the future—an ideal topic as families reflect during Mother’s Day week.

Welcome back to our continuing series, Questions You Were Afraid to Ask—where we take a deeper look at investment basics that often get skipped or misunderstood. In our last post, we explored the difference between passively and actively managed funds . This time, we’re diving into three of the most common (or most talked about) types of funds: mutual funds, exchange-traded funds (ETFs), and hedge funds . This is an especially important topic because most IRAs and 401(k)s give you the option of choosing from at least two of these. Here’s what you need to know:

Learn the key differences between passively and actively managed funds. Find out which strategy suits your financial goals. Read expert insights !

Discover how new tariffs impact global markets. Get insights on stock reactions and tips to adjust your strategy. Read expert analysis now!

Celebrate Financial Literacy Month! Learn essential money skills like budgeting, investing, and planning. Start your financial education today!