Aegis Financial Partners

10/19/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

10/16/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

10/15/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

10/14/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

10/12/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

10/09/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

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.

10/07/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

10/05/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.