Pursuit Wealth Planning

07/16/2026

Women & Money — A Story of Progress 🇺🇸✨

250 years of history includes countless stories of change—and one of the most powerful is the evolution of women and money.

It wasn’t that long ago that women faced barriers to:
💳 Accessing credit independently
🏠 Making major financial decisions
📈 Building and managing wealth

Today, women are:
✔️ Business owners
✔️ Executives
✔️ Investors
✔️ Leaders in family financial decisions

The lesson?
➡️ Financial confidence starts with financial education.

Progress happens when people have the tools, knowledge, and opportunity to make informed decisions.

America’s financial story is still being written—and so is yours.

Read more about 250 years of financial milestones: https://pursuitwp.com/blog-posts

07/09/2026

Inflation — The Price of Progress 🇺🇸💵

America has changed a lot in 250 years.

The way we work. The way we live. And yes… the way we spend money.

There was a time when:
🎬 A movie ticket cost less than $1
⛽ Gas prices were measured in cents
🏡 A home purchase looked very different than it does today

While prices have changed, one financial lesson has stayed the same:
➡️ Building wealth isn’t just about saving money—it’s about helping your money keep pace with a changing world.

Inflation is part of our country’s financial story. Planning ahead is how we prepare for it.

As we celebrate America’s 250th anniversary, we’re looking back at the financial lessons that helped shape where we are today—and what they can teach us about tomorrow.

Read more: https://pursuitwp.com/blog-posts

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

07/02/2026

🇺🇸 250 Years. Countless Lessons.

From the birth of our nation to the way we save, invest, retire, and plan today—America’s financial story has been one of change, resilience, and progress.

As we celebrate 250 years, we’re looking back at the milestones that shaped our financial lives—and the lessons that still guide us today.

Because history doesn’t just tell us where we’ve been.

It helps us plan where we’re going.

In 2026, the United States celebrates a big milestone: 250 years since the signing of the Declaration of Independence! That’s 250 years of growth, setbacks, reinvention and yes, a lot of financial lessons along the way. Let’s take a closer look at how money has shaped this country.

06/25/2026

Identity theft doesn’t usually feel urgent… until it is.

It can show up as:
• A credit card you didn’t open
• A tax return you didn’t file
• Charges you didn’t make

And by the time you notice—it’s already in motion. We get this question all the time: “Is paying for identity protection worth it?”

The answer isn’t one-size-fits-all—but we walk through the pros, cons, and what you can do (for free) to protect yourself.

If it feels like scams are everywhere lately. They’ve become more sophisticated, more personal, and more convincing than ever. And many are specifically designed to target those nearing or in retirement. The good news? A little awareness goes a long way.

06/18/2026

You get added to an “investment group” chat.

People are sharing wins. Screenshots of big gains. An “expert” is guiding the group. It feels legit… even exciting.

But here’s what many people don’t realize: The group may be completely fake.

The conversations can be scripted. The “members” may be part of the scam. And the goal? Get you comfortable enough to send money.

This is called an investment group imposter scam—and it’s one of the fastest-growing scams right now.

A simple rule: If an investment opportunity shows up in a group chat… that’s your first red flag. Before you act, pause and run it by someone you trust.

We break this (and other common scams) down in our latest blog: pursuitwp.com/blog

06/11/2026

“I need money right now. Please don’t tell anyone.”

That’s how many scams start. They create urgency. They pull at your emotions. And they hope you act before you think.

We recently heard of a couple who almost wired money to a “grandchild” in trouble… until they paused and made one phone call.

He was completely fine.

That one pause made all the difference.

Want to know what to watch for and how to protect yourself?

Read more here: https://pursuitwp.com/pwp-blogs/financial-scams-are-on-the-riseheres-what-to-watch-for

06/05/2026

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 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

06/04/2026

Scams aren’t just happening “out there” anymore… they’re happening to people just like you and me.

And the scary part? They’re getting really good.

From fake family emergencies to convincing investment opportunities, we’re seeing more clients and families impacted than ever before.

We put together a simple, easy-to-understand guide on the most common financial scams right now—and how to protect yourself.

Because one small pause can save you thousands. Read the full blog here.

If it feels like scams are everywhere lately. They’ve become more sophisticated, more personal, and more convincing than ever. And many are specifically designed to target those nearing or in retirement. The good news? A little awareness goes a long way.

05/28/2026

Markets go up. Markets go down. Life throws curveballs.
But when your retirement plan is rooted in your values, you’re steadier through it all.

A values-based plan isn’t just smart—it's grounding.
It helps you make decisions with confidence, not fear.

Curious what that looks like in real life?

Catch the full blog here 👇

When most people think about retirement planning, they picture spreadsheets, Social Security calculators, and maybe a mild headache. Sure—money matters. But here’s the real secret seasoned financial planners already know: a great retirement plan is built on your values long before it’s built o...