Lucet Advisors

06/10/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

06/08/2026

Starting out in your career? These tips can help you figure out how to manage your finances

If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about

06/08/2026

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...

06/07/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

06/05/2026

Although minority- and women-owned businesses are a mainstay of the US economy and bring significant benefits to their communities, they also face challenges. Learn more about them and the steps we can take to overcome them.

Minority and women business owners have a unique set of skills and challenges.

06/03/2026

Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balance sheet. I can help lead your team of CPAs, lawyers, brokers and bankers down the field. That’s my job.

A financial quarterback is someone who understands your finances and your life

06/01/2026

Teens might not have much money, but it's important for them to be responsible with the cash they do have.

05/31/2026

It’s terrible to contemplate losing your business associate, but it’s a risk all business co-owners face, making it important to plan for. Transitioning a business after the passing of an associate can be difficult, but I can help guide you.

Three options to consider in preparation for transitioning a business after the passing of an associate. 

05/29/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

05/27/2026

While many of us strive to think and plan for the long term, it’s much easier said than done. We tend to think — and act — with a short-term focus, ignoring the long-term consequences of our actions. Luckily, there are a few things you can do to help

Setting goals, protecting your earning power, and saving can get you thinking and acting with the long-term in mind.