Susan Swinehart, Osaic Wealth

10/09/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

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.

10/07/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

10/05/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

10/02/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

09/30/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

09/28/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

09/25/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

09/23/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

09/21/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.