SRA Wealth Advisors LLC

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.

Shaun Roberts is an independent financial advisor offering comprehensive investment, financial planning, tax, and audit representation services to clients in Staten Island, New York

09/07/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

09/04/2026

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

09/02/2026

Inflation isn’t temporary, it’s something your financial plan should expect.

The goal isn’t perfection. It’s adaptability.

If rising costs feel heavier than they should, it may be time to revisit your strategy.

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

08/31/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Shaun Roberts is an independent financial advisor offering comprehensive investment, financial planning, tax, and audit representation services to clients in Staten Island, New York

08/28/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

08/26/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

08/24/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

08/21/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

08/19/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?