Bundza Wealth Management

10/12/2026

⛵️ Happy Columbus Day! Today we honor the spirit of exploration and discovery that shaped our world.

10/09/2026

How to Coordinate Social Security and Taxes in Retirement
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10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

09/23/2026

Roth Conversion Strategies Retirees Should Understand

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09/15/2026

Tax-Efficient-Withdrawal-Strategy-in-Retirement
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09/11/2026

On September 11, we pause to remember the lives lost and the families, friends, and communities forever changed by the tragic events of 2001.

We honor the courage and sacrifice of the first responders, service members, and countless individuals who stepped forward to help others during one of our nation’s darkest days.

Today, we reflect with respect and gratitude, remembering the importance of compassion, unity, resilience, and looking out for one another.

Our thoughts remain with all those who continue to carry the impact of September 11, 2001. We will never forget.

09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

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

08/28/2026

What is it about August?

08/21/2026

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