LDFwealth Financial Group

What do you need to know when the market experiences volatility?

Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.

Never get stuck with the check again after watching this.

How Cash Apps Work Peer-to-peer payment apps are one of the newest ways to send money.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

The Pros and Cons of an NUA Strategy Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

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How literate are you when it comes to your finances? Brush up with these five basics.

The Five Basics of Financial Literacy

Considering alternative investments? It’s critical to sort through the complexity.

Alternative Investments - Going Mainstream Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

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Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.

This message provides a look at how variable rates of return impact investors over time.

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