Fred T Fox, III EA Wealth Management

09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

09/07/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

09/04/2026

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.

09/02/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

08/31/2026

Have you used a junk-drawer approach to manage your investments?

08/28/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

08/26/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

08/24/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

08/21/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

08/19/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.