Bradley Stewart, CRPC, APMA

10/16/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

10/14/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

10/09/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

10/05/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

10/02/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

09/30/2026

Currency has been around for a long time. Here's a quick history lesson.

09/28/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

09/25/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.