Cason Smith, Managing Associate

Can money buy happiness? It depends. Happiness doesn't sit on a store shelf with a price tag, but these 5 spending tips may make your days a little brighter.

5 ways to spend money on your happiness Building proactive, sustainable financial habits can help increase a person's well-being no matter what their salary

The benefits of whole life insurance aren’t typically widely known, and there can be a lot of misconceptions. But it can address financial concerns that many Americans have.

Financial wellness for everyone: Whole life insurance Whole life insurance is widely misunderstood but offers coverage that lasts a lifetime and rates that won’t increase

You could really use a vacation to relax and recharge, but the idea of paying for it all has you putting your plans on hold. Check out these simple budgeting tips and start planning your getaway now.

How to budget for a vacation in 5 easy steps Feeling stressed? A vacation might be just what you need. Here are some simple steps you can take to help make it affordable.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...