Liz Allam, VP of Wealth Management Strategy at TrekNorth

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

05/13/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

04/16/2026

Great night at the Colorado Broadcasters Association Awards of Excellence Gala - well-deserved recognition all around!

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...

03/26/2026

Rick just released a new Market Commentary on recent market volatility, oil prices, and inflation expectations. He explains what is driving recent market moves and how they fit into a longer-term investment perspective.

Watch the latest Market Commentary:

Market volatility has increased as tensions in the Persian Gulf push oil prices higher and raise new inflation questions. In this update, Rick Wedell explain...

03/23/2026

Mellody Hobson grew up in financial instability — electricity cut off, evictions, and a mother who couldn't secure bank loans due to racial barriers.

Today, she serves as Co-CEO and President of Ariel Investments, one of the largest minority-run investment firms in the country, and a nationally recognized voice on financial literacy.

As the first in her family to graduate from college, Hobson has spent her career breaking down barriers and teaching others how to build wealth. Her message? Be brave, take risks, and never let your starting point define your finish line.
Your story doesn't have to look like anyone else's. If you're ready to take that next step, I'm here to support you.



Sources:
Horatio Alger Association, 2017
Ariel Investments, 2025

03/16/2026

Muriel Siebert earned the nickname "The First Woman of Finance" for good reason.
In 1967, she became the first woman to purchase a seat on the New York Stock Exchange, a move that required her to personally ask nine men to sponsor her application, with one finally agreeing.

She later became the first woman superintendent of banking for New York State and built one of Wall Street's most respected names, all without a college degree.
Siebert proved that determination and skill matter more than background. Women belong in every corner of finance.

If navigating your finances feels overwhelming, let's talk. You don't have to figure it out alone.



Source:
National Women's History Museum, 2020

03/09/2026

Born to enslaved parents in 1864, Maggie Lena Walker became the first woman to charter and own a bank in the United States.
In 1903, Walker founded St. Luke Penny Savings Bank in Richmond, Virginia, creating financial access for Black communities at a time when they were systematically denied loans and banking services.

Her entrepreneurial vision didn't just build wealth; it created opportunities, transformed business practices, and inspired women from all backgrounds to enter the finance industry.

Every woman deserves access to financial opportunity. If you have questions about your financial journey, please don't hesitate to reach out. I'm here to help.



Sources:
National Women's History Museum, 2017

03/08/2026

International Women's Day is more than a date on the calendar—it's a reminder of the incredible impact women have every day. From leading businesses to nurturing families, creating art, driving innovation, and strengthening communities, women continue to shape our world in countless ways.

Today, let's pause to celebrate the women who inspire us, support us, and encourage us to keep moving forward.