Strategic Wealth Specialists

06/15/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

06/08/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

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.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/01/2026

Identity theft is becoming more common every day. Here’s what to do if it happens to you, along with some ways to make it harder for fraudsters to steal your identity and credit

05/25/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

05/19/2026

Congratulations to our very own Brenden Baker! We are so proud of you!

05/18/2026

Financial stress isn’t reserved for minimum wage workers. Almost 7 in 10 people earning at least \$100,000 per year say financial stress is so bad, it’s affecting their work. Try these hacks to help ease money worries.

Financial stress is not limited to those living below the poverty line. It's a real issue for many.

05/11/2026

Many Americans are unprepared for an emergency. It's important to make sure you’re covered for things that could pop up unexpectedly

An emergency fund can help you pay for unexpected financial emergencies. And having one in place can help ease stress

05/11/2026

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.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

05/04/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.