Membership Fees Ambushed Our Budget — Here’s Our Fix

CIRO said the reasons for decision will be posted to its website once available.  Majumder committed the misconduct while registered as a dealing representative in the Richmond Hill, Ontario, area with HSBC Investment Funds (Canada) Inc.  He held registration in British Columbia from May 2019 to February 2022 and in Ontario until August 2023, and…

Ray Dalio has sounded the alarm about a bubble in AI. Morningstar looked at the 15 stocks that destroyed the most value over the past decade. These are among the investment must reads for financial advisors this week.

When planning for retirement, state taxes on your 401(k), pension, and Social Security benefits should be part of your strategy. Yet while some states offer no retirement taxes on any of these sources, a zero-percent tax rate can lose its shine if you can’t get a doctor’s appointment when you need one. After all, an…

This time, Ackman’s rationale is explicit. In Pershing Square’s interim financial report for the six months ended June 30, 2026, the firm stated that “Netflix has since effectively won the streaming wars,” and projected that the company would “compound revenue at a double-digit growth rate, with content costs growing more slowly than revenue.” It’s a…

Stocks were volatile Friday as market participants weighed mixed reactions to a pair of Big Tech earnings reports and surging Treasury yields. The main equity indexes finished the session higher, though, and snapped their weekly losing streaks. At the close, the Dow Jones Industrial Average was up 0.5% at 52,485, the broader S&P 500 was…

Retirement travel is often treated as a financial question: Can I afford it? Our retirement travel survey suggests that for many people, it is not a money question. It’s primarily about time.  We found that travel isn’t just another retirement expense. It’s one of the primary reasons people save for retirement at all. Turning that…