Paul Neves, Wealth Manager

06/08/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

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.

06/05/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

06/03/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

06/01/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

05/29/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

05/27/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

05/25/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

05/22/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

05/20/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.