LifeWorks Private Wealth

11/06/2026

October brought a mixed bag for North American markets. The S&P 500 declined 0.93 percent, while the Nasdaq Composite fell 5.30 percent amid pressure on technology stocks. The Dow Jones Industrial Average, meanwhile, gained 1.70 percent. In Canada, the S&P/TSX Composite rose 1.09 percent. As November gets underway, inflation and developments in artificial intelligence remain important stories to watch. And with the giving season approaching, this month's By the Numbers takes a look at charitable generosity and GivingTuesday. From market performance to seasonal giving, there's plenty to explore in this month's Monthly Market Insights.

Fee-only fiduciary financial advisor serving Spokane and Deer Park Washington. Retirement planning, investment management, and tax-efficient financial planning.

11/06/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

11/05/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

11/04/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

11/03/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

11/02/2026

Thank you for joining us at Pumpkin Lane 2026! 🎃🍂

What was your favorite part of the event? Share your photos below.

We loved seeing your creative costumes—and meeting many of you for the first time. Can’t wait to do it again next year! 😄

11/02/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

11/01/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

10/31/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

10/30/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.