Wisdom Investments, Inc.

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.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

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?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

07/24/2026

⛰️Adventurers, gear up! ⛰️

Camping season is here, and it's time to embrace the great outdoors. Whether you're a seasoned camper or planning your first trip, let the fresh air and starry nights complete your next adventure. Where will your tent take you this season?

07/21/2026

A first paycheck often feels small — but the timing behind it can be meaningful.

Research consistently shows that when money is set aside earlier, it benefits from something that can’t be replicated later: time. For parents of teens and young adults, a summer job can be a natural entry point for conversations about long-term thinking and financial habits, without overcomplicating the moment.

If this topic is starting to surface at home, it may be a helpful conversation to explore together.

Sources:
Hartford Funds, January 2026

Prudential Financial, October 20, 2025

07/20/2026

Here are a few recommendations for you as you contemplate your summer reading, both for your own list and perhaps for someone you know.

07/17/2026

The latest insights from the 2026 EBRI Retirement Confidence survey are available!

See how your confidence stacks up from retirement readiness to social security reliance. Do any of these stats seem surprising as you think about your retirement journey? If so, feel free to tag and share 📣

07/11/2026

Looks like things are cooling off a bit. Only 21 percent of homes sold above list price in January, and on average, they sold for 97.9 percent of the asking price. But it's still a seller's market in places like Buffalo, Omaha, and Anchorage!

Source: Redfin.com, March 9, 2026.

07/10/2026

https://www.wisdominvestments.com/blog/still-hunting-for-security

"We're Still Hunting for Security: A Personal Experience from a Financial Advisor".

https://www.wisdominvestments.com/blog/still-hunting-for-security

In this personal reflection, a financial advisor shares the real-life moment that questioned his understanding of security — not just the financial kind, but the emotional and psychological need we all carry.

07/10/2026

Mid-sized markets with strong price growth and affordability may continue to do well. St. Petersburg, Augusta-Richmond County, and Tallahassee lead the nation in price growth.

Source: Redfin.com, March 9, 2026.

07/09/2026

While mortgage rates remain elevated, buyers have a wide array of homes to choose from. Inventory is up 1.5 percent year-over-year, homes stay on the market longer (66 days), and `17.2 percent of listings have price drops.

Source: Redfin.com, March 9, 2026