New Legacy Wealth Management

09/16/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

09/09/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

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...

09/02/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

08/26/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

08/19/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

08/12/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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....

08/05/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

07/29/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.