Wisdom Investments, Inc.

06/05/2026

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.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

06/03/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

06/01/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

05/29/2026

AAPI Heritage Month offers space to reflect on how stories shape our understanding of money, identity, and belonging — and Min Jin Lee’s work sits squarely at that intersection.

As the author of Pachinko and Free Food for Millionaires, Min Jin Lee explores how financial pressure, opportunity, and resilience move through families over generations. Her novels examine the quiet, everyday economic choices that shape lives, especially within immigrant communities navigating systems.

Through fiction, she brings visibility to how money intersects with culture, class, and survival — reminding readers that financial narratives aren’t just about numbers, but about people, history, and the systems they move through.



Sources:
MinJinLee.com, 2026

05/22/2026

AAPI Heritage Month offers a moment to recognize leaders whose work has shaped how global institutions think about growth, access, and long-term economic resilience.

One such leader is Ajay Banga, whose career spans global finance, public-private collaboration, and international development.

Born in India and now a naturalized U.S. citizen, Banga rose to prominence by helping transform a global payments company into a technology-driven platform focused on financial inclusion and digital commerce. Today, he serves as President of the World Bank, where his leadership centers on expanding access to capital, modernizing development finance, and addressing global challenges.

Banga’s work reflects a career spent at the intersection of markets and impact — demonstrating how financial systems can evolve to support broader participation and long-term access across economies.



Sources:
WorldBank.org, 2026
TheHowInstitute.org, 2026

05/21/2026

After years of saving and preparing, some retirees hesitate to spend.

That's understandable.

But retirement isn't only about preserving what you've built. It's about using it to support the life you want to live.

The first year isn't a test.

It's a transition.

And it's okay to take it one step at a time.

If you'd like to talk through what this season looks like for you, we're here.

05/18/2026

Retirement gives you time.

A lot of it.

And while that sounds freeing, it can also feel overwhelming at first.

When you're working, much of your day is structured. In retirement, you decide what today looks like.

Some people find it helps to create a little rhythm:
▪️A weekly volunteer day
▪️Lunch with friends
▪️A standing class
▪️Mornings reserved for exercise or hobbies

Not to recreate work — just to have something to look forward to.

Freedom often feels better with a little shape.

05/15/2026

AAPI Heritage Month is a moment to spotlight voices that have shaped how people understand and talk about money.

Farnoosh Torabi is a financial journalist, author, and podcast host known for making financial conversations feel relatable rather than intimidating. Across her work in media, she explores how real-life values, emotions, relationships, and uncertainty intersect with financial decision-making.

Her career reflects the impact of clear communication and thoughtful storytelling in helping people engage with financial topics in ways that feel grounded, practical, and human.



Source:
Farnoosh.tv, 2026

05/15/2026

One adjustment many retirees don't expect?

Spending can feel emotionally different.

For decades, income came in the form of a paycheck, and saving was the goal. In retirement, you're drawing from what you built.

Even if the numbers work, the shift can take time.

Separating essential expenses from flexible choices often helps. Once core needs are covered, the rest becomes intentional — not stressful.

Confidence tends to grow as you settle into your new routine.

05/12/2026

Some retirees describe the first few months as a honeymoon phase.

Travel. Projects. Rest. Catching up on everything that was postponed.

And then something shifts.

After the glow wears off, deeper questions start to surface:
▪️How do I want to spend my time?
▪️What feels meaningful now?

That transition is normal.

Retirement creates space. The first year is about deciding what deserves it.