Aegis Financial Partners

Wall Street has a lot of cliches. How many do you know?

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

Tax Rules When Selling Your Home The tax rules governing profits you realize from the sale of your home have changed in recent years.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

Making Sense of HSAs and FSAs How HSAs and FSAs might help your household.

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

Buying a home may be your largest financial commitment. Which loan is best for your situation?

Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

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Surprises crop up every day, and they’re a great reason to work with us.

Surprises Making the most of surprises is a great reason to work with us.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Should I Buy or Lease an Auto? Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.