Does investor optimism reflect market performance? Explore our latest semi-monthly Sentiment-Performance Divergence Brief. Watch the video and read the full newsletter on our blog.

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Insta Q&A: Is a Trust a good idea for most people?

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Insta Q&A: What happens to the RESP if they don't go to school?

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Choosing a financial advisor is about more than returns. Our latest article covers fiduciary duty, fee-only compensation, credentials, investment strategy, and key questions to ask. Link in comments. #FinancialAdvisor #FeeOnly #Fiduciary #SanDiego

Insta Q&A: Can you reduce/drop the rating on a policy?  How long do you have to wait?

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Does headline CPI tell the whole inflation story? Our latest video explores a different perspective on inflation and everyday expenses. Visit our blog for the full research.
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Insta Q&A: What is considered a good rate of return on an investment?

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Insta Q&A: Can RESPs lower the financial stress on post-secondary students?

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Check out this week’s Weekly Market Trends as we examine broad market strength, two Death Crosses, and what these signals reveal about current market conditions.
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Insta Q&A: Can you take money from your pension before you retire?

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Insta Q&A: Is it easy to change the beneficiary on a life insurance policy?

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Check out this week’s Weekly Market Trends as major benchmarks remain in uptrends
while new Golden and Death Crosses highlight changing momentum beneath the surface.
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Insta Q&A: Where's the best place to keep your Emergency Fund?

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Is investor optimism getting ahead of market performance? Our latest framework shows mixed signals across short-, intermediate- and longer-term periods. Watch our latest analysis and visit our blog for the complete research.
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Market weakness does not always mean the same thing. We studied 55 historical episodes when broad selling occurred during an intact S&P 500 uptrend. Watch our latest video and visit our blog for the research.
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Four new Death Crosses emerged while the major equity benchmarks remain in uptrends. Check out this week’s Weekly Market Trends for what the latest signals are telling us.
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September has historically been the S&P 500's weakest month, but 2026 entered it with strong momentum. What can these competing signals tell investors?

Watch our latest video and visit our blog for the full analysis.

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AI infrastructure spending is happening today, but depreciation can affect reported profitability for years. What should investors monitor as the AI cycle develops? Watch the video and visit our blog for the full analysis.
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Can the Fed contain inflation while Washington runs large deficits? Our latest video and newsletter examine the relationship between fiscal policy, inflation, and interest rates. Watch the video and read the full analysis on our blog.
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