Leonard and Associates

11/09/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

11/09/2026

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.

The Standard & Poor’s 500 Index slipped 0.93 percent, while the Nasdaq Composite fell 5.30 percent. By contrast, the Dow Jones Industrial Average rose 1.70 percent. The S&P/TSX Composite gained 1.09 percent.1,2

11/05/2026

Your peak earning years are a powerful time to build wealth, but it takes more than income. Strategic year-end planning can help you grow with confidence.

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

11/02/2026

Is your money your most important financial legacy? No. It's your values—your ideas—around wealth, debt, saving and investing.

In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.

10/29/2026

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax credit.

10/22/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

10/19/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

10/15/2026

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

Do you have an estate strategy? You should.

10/12/2026

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.

10/09/2026

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.

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.