Magnate Wealth Management

07/20/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

07/17/2026

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

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

07/15/2026

Despite a powerful Q2, individuals are hesitant.

07/15/2026

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

07/13/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

07/10/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

07/08/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

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...

07/06/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

07/03/2026

Money wisdom from Ben Franklin!