Ryan J. Marshall, CFP, AIF

09/08/2026

Markets change. Priorities shift. The most effective strategies aren’t built on predictions—they’re built to adapt.
Here’s how flexibility plays a role in defending long-term wealth.

Help protect what your wealth can do now and across generations.

09/07/2026

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...

09/06/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

09/04/2026

Legacy planning is about more than passing down assets—it's about passing down clarity. ❤️

Having conversations about your wishes, values, and plans today can help reduce uncertainty for the people you care about tomorrow.
Estate planning isn't just about documents. It's about making life a little easier for your loved ones when they need it most.

09/03/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

09/01/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

08/30/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

08/28/2026

Choosing Medicare coverage isn't about finding the "best" plan—it's about finding the one that best fits your needs.
Some people prioritize flexibility when choosing doctors and providers. Others are more focused on keeping monthly costs lower or having additional benefits bundled into one plan.

Understanding the differences between Medicare Supplement and Medicare Advantage plans can help you ask better questions and make more informed decisions when it's time to enroll.

The right choice depends on your healthcare needs, budget, and long-term goals.

08/27/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

08/25/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.