Newsletters,
Blogs & Articles

Markets rose in May on earnings and AI optimism, but narrow leadership, geopolitical risks, and higher rates keep volatility elevated.

Gen Xers—now in their 40s and 50s—are managing a full slate of midlife financial pressures: peak earning years that don’t always feel like peak savings years, kids with ongoing education costs, and aging parents whose needs are increasing. In that context, it can be tempting to view an eventual inheritance as a future solution for retirement.

The spring economic update outlines several proposed changes affecting workers, home buyers, people with disabilities, and business owners. Below is a summary of selected measures that may be relevant for investors in the coming years.

Stock markets rebounded strongly in April after weakening in March. The S&P/TSX Composite Index gained 3.7% during the month, helped by strength in the industrial and technology sectors and by strong corporate earnings.

Markets pulled back sharply in March as geopolitical tensions and rising oil prices weighed on stocks and bonds—but this isn’t a repeat of 2022. Learn why today’s higher rates, cooler inflation, and different policy backdrop change the outlook, even amid renewed volatility.

Markets stayed mixed in February as geopolitical tensions stirred volatility. History shows markets often rebound quickly - discover why disruptions rarely derail long‑term performance and what rising oil prices really mean.

Despite global uncertainty, markets delivered strong gains in 2025, driven by rate cuts, steady growth, and AI optimism. The year reinforced the value of focusing on long-term goals over short-term headlines.

As we approach the end of the calendar year, it’s important to start thinking about the 2025 tax filing deadline and planning for 2026. You can reduce your taxes by maximizing available deductions and credits.

Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.