Pentangle Wealth

09/04/2026

We’re looking forward to celebrating YOU next week!

Our Client Appreciation Lunch is our small way of saying thank you for your continued trust, friendship, and support of Pentangle Wealth.

If you’re nearby, we hope you’ll stop in, grab a plate, and spend a little time with us! We’d love to see you and catch up.

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.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/02/2026

Today we’re celebrating the guy who keeps Pentangle Wealth moving forward and, somehow, manages to keep us all on our toes along the way! 😉

Dean, thank you for your leadership, dedication, and the genuine care you have for our clients, our team, and our community. We’re grateful for everything you do and hope you take some time today to celebrate—you’ve earned it!

Please join us in wishing Dean a very Happy Birthday!

09/01/2026

Hello, September! 🍂

There’s something about September that makes us look forward to cooler days, changing leaves, football, and a fresh start. As summer winds down, it’s also a great time to slow down and check in on the things that matter most—including your financial goals.

Here’s to a new month, a new season, and plenty to look forward to!

08/26/2026

We spend years preparing our kids for what comes next—school, college, careers and life. But how much time are we spending preparing ourselves for what comes next?

Retirement doesn't have to feel overwhelming. There are simple steps you can start taking today that can make a difference down the road.

Know your numbers. Save consistently. Invest for the future. Plan ahead.

The earlier you start, the more options and freedom you may have later.

Your future is worth planning for. Let us help you get started.

08/20/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

08/17/2026

❤️ A Proud Momma Moment! 🎓

We wanted to share a special accomplishment from our very own Tammy, who is one incredibly proud momma!

“Last Friday evening, I got to watch my daughter, Sophia Galvan, celebrate a huge accomplishment! She graduated with her B.S., CNMT, RT(N)(CT), earned summa cm laude honors, and received the Outstanding Student Award.

Who knew this girl would keep going to college for more and accomplish all that she has? Watching her work hard, stay determined, and reach this milestone has made this momma incredibly proud.”

From all of us at Pentangle Wealth, congratulations, Sophie! We are so proud of you and all that you have accomplished. Your hard work and dedication are truly something to celebrate, and we wish you continued success in everything ahead!

And Tammy, great job raising such a beautiful, determined young woman! You have every reason to be proud!

08/14/2026

Your child’s future may feel a long way off—but the time to start planning for it is today.

Whether you’re saving for college, building good financial habits, or simply wanting to give your children more opportunities, small steps today can make a meaningful difference tomorrow.

08/12/2026

Whether you’re sending the kids back to school or heading back yourself, we’re wishing everyone a successful and exciting school year! Here’s to new beginnings, new opportunities, and plenty of learning along the way.

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.