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.
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 hit record highs—then headlines took over. Q1 2026 reminded investors how quickly sentiment can shift amid geopolitical uncertainty. But does volatility signal lasting damage, or temporary disruption? History offers useful clues. Explore why staying disciplined through uncertainty may matter more now than ever.
Investing can feel complicated, but it doesn’t have to be. At its core, successful investing comes down to a few simple principles applied consistently over time. In this article, we break down seven key ideas to help you approach investing with greater clarity and confidence.
Global geopolitical and economic uncertainty has unfortunately become a defining characteristic of the 2020s, the recent increase in military activity and geopolitical tensions in the Middle East being yet another example.
In this edition of Friday5, we are pleased to welcome Jennifer Moir, Founder of Age Well Solutions. Jennifer shares real-life examples that highlight the contrast between being prepared and being caught off guard by life’s changes.
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.
In this edition of Friday5, we welcome Ian Riach, Vice President and Portfolio Manager at Franklin Templeton Investment Solutions. He shares insights on shifting expectations heading into 2026, the return of more typical market volatility after several calm years, and how themes such as artificial intelligence may evolve as market narratives change.
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.
In this edition of Friday5, Click with Confidence: Staying Safe in a Digital World, Joseph Apps, Founder and CEO of Joe Apps Technology Support, shares practical insights on spotting online scams, understanding today’s more sophisticated cyber threats, and taking simple steps to keep your personal information and finances secure.