Leslie Roper Day & Associates

09/07/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

09/04/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

09/04/2026

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...

09/02/2026

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.

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

08/31/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

08/28/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

08/26/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

08/24/2026

A big thank you to our summer intern, Chandler "Chandash" Reasbeck!

Chandler consistently demonstrated reliability, initiative, professionalism, and a great attitude. From important projects to "mission-critical errands," Chandler always showed up ready to help and go the extra mile.

We're grateful for everything Chandler contributed this summer and wish him all the best in his next adventure!

08/24/2026

Cybercriminals are becoming more sophisticated every day, using convincing emails, text messages, phone calls, and online scams to target individuals and businesses alike. The good news? With the right knowledge and practical strategies, you can significantly reduce your risk. In this educational session, “Don't Let Them In! - Protecting Yourself from Scams & Cyber Threats”, we’ll explore the latest scam tactics, emerging cyber threats, and simple steps you can take to protect yourself, your family, and your organization.

Join us on Wednesday, August 26th, at 12:00 p.m. (PDT) for “Don't Let Them In! - Protecting Yourself from Scams & Cyber Threats”, an informative and educational webinar. This is the seventh session in our 2026 “Back to School” series.

Register Here: 18f2ecb2-1b70-4589-ab68-1265b7e45b83@3f5d403d-ccae-48a1-8212-f5d4349c6cc7!" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/18f2ecb2-1b70-4589-ab68-1265b7e45b83@3f5d403d-ccae-48a1-8212-f5d4349c6cc7!

In this webinar, you'll learn:

* The most common scams targeting individuals and businesses today.
* How to recognize phishing emails, fraudulent websites, and social engineering tactics.
* Best practices for securing your devices, accounts, and personal information.
* The importance of strong passwords and multi-factor authentication.
* What to do if you suspect you've been targeted by a scam or cyberattack.
* Practical tips to stay safe in an increasingly digital world.

Whether you're looking to strengthen your personal cybersecurity awareness or better protect your organization, this session will provide actionable insights you can start using immediately.

Please register using the link above. You may also call (916) 984-1150 or email [email protected] to reserve your spot. Please include any specific questions, and Landon will do his best to provide clear explanations to some complex concepts.

If you can’t attend the live webinar but still want to watch it, no problem! Simply register, and after the session ends, we’ll send you a link to the recording that you can view at your convenience.

Feel free to share this invitation with friends or family members who might benefit from the information. We look forward to having you attend the event!

08/24/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.