Pantheon Wealth Planning

10/15/2026

Is AI creating a market bubble? Explore what today’s AI investment boom, market concentration, and past bear markets can teach investors about preparing for volatility.

No one can know with certainty whether today’s AI investment boom is a bubble. Rather than trying to predict the market, investors can focus on valuations, diversification, portfolio concentration, and maintaining a long-term strategy through both calm and volatile markets

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.

09/30/2026

A donor-advised fund can make charitable giving more flexible and intentional. Explore seven potential benefits, from tax deductions and simplified giving to supporting multiple charities and creating a lasting philanthropic legacy.

Explore seven benefits of donor-advised funds, including tax deductions, flexible charitable giving, potential tax-free growth, and ways to create a meaningful philanthropic legacy.

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

08/27/2026

Unexpected retirement due to illness or disability can disrupt even the best plans. Explore SSDI, disability benefits, severance, early retirement withdrawals, and strategies to help manage income when retirement comes sooner than expected.

Insights and educational resources on preparing for retirement, managing retirement income, withdrawal strategies, and navigating both planned and unexpected retirement.

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?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

07/29/2026

Income taxes in retirement. It’s an important topic, but for many retirees (and pre-retirees) also one that’s easy to forget about.

That’s because, when pondering retirement, it’s easy to focus more on what’s coming in, not what’s going out. But minimizing your taxes on retirement income is often just as powerful as earning more income altogether.

With that in mind, we have created a new infographic with four simple ways to potentially reduce taxes in retirement. Look it over and let me know if you have any questions, or feel free to send it to a friend or family member nearing retirement.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/07/2026

I’m excited to share ’s 2026 Outlook with you. From AI-driven growth and fiscal
policy impact to evolving interest rates and volatility trends, it delivers perspective on what could
be in store for 2026.
Read more in . go.lpl.com/outlook

07/01/2026

Wondering why bond yields are in the news? We explain the basics of Treasury yields, their connection to rising inflation, and what these shifts mean for the broader economy so you can stay informed.

Wondering why the bond market is making headlines? Learn the basics of treasury yields, how they connect to inflation, and what it all means for the economy.