Roger McDevitt III, Financial Advisor

07/14/2026

Whether you’re a novice or an expert, tenting or RVing, these amazing “most scenic” locations can accommodate many different levels of camping and outdoor enthusiasts. Which one of these would you visit first?

From rugged coastlines in Washington and the California desert to piney woods in Maine, these are the most beautiful camping spots across the U.S.

07/09/2026

Here are a few recommendations for you as you contemplate your summer reading, both for your own list and perhaps for someone you know.

07/09/2026

With warmer weather here, many of us are looking ahead to summer vacation and travel. Whether you're flying south or taking a local trip, having an organized approach to your finances can make the experience more relaxing. This is a great time to evaluate your overall budget and see how major expenses, like travel or summer activities, fit into your long-term picture.

Feel free to reach out to our office if you wish to schedule an appointment and discuss.

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...

07/07/2026

Taking a trip this summer? Messaging apps like WhatsApp and Skype can cut the cost of phone service and allow you to make phone calls, text and even video chat. Use a VPN since you’ll need Wi-Fi for these. If you want phone service while abroad, call your cell provider to learn the most cost-effective way to do so.

07/04/2026

Independence isn't just a date on the calendar; it's woven into our everyday lives. Today, we come together to celebrate!

What are you up to this Independence Day? Kicking back in the sun and firing up the grill, or diving into festivities with friends and family?

From my family to yours, here's to a fantastic Independence Day!

07/02/2026

There’s nothing more exciting than hopping on a plane to some dreamy destination or jumping in the car for an exciting road trip. Anytime you can escape from the everyday and recharge, it’s good to take advantage!

While the experiences and time with loved ones create amazing memories, many travelers also love taking home physical mementos for themselves or for friends and family. Unfortunately, those costs can add up quickly, so here are a few tips to keep souvenir spending under control.

💰Set a budget. If there’s something you collect or know you’d like to bring home, think about how much you’re willing to spend on those things before you leave. This helps you avoid buying items that aren’t on your list or that extend beyond your budget.

💭Think about it. It’s easy to get caught up in the moment and splurge on something you weren’t planning to buy. If you see something you think you just can't live without, sleep on it (if you can). You’ll often realize it’s not something you really need.

🎁Factor in gifts. If someone back home is house-sitting or taking care of pets, it’s only natural to want to say thank you. Rather than getting a souvenir, consider a local treat or delicacy. These delights are usually more economical and help show your gratitude without giving items that end up as clutter or are discarded. Be mindful of international rules for food if you’re traveling across borders, and get something that packs well.

📸Photos are free! Photos, unlike most souvenirs, last a lifetime. You can print them to make a scrapbook, put them in frames, or use them as artwork around your home.

🌎Set a no-shipping rule. One tried and true trick is to limit the amount of extra space in your suitcase. If you can’t pack it, you can’t buy it!

Being mindful of your expenses and following a few easy tips can help you stick to your budget. We hope these help you return from your next vacation with no spending regrets!

06/30/2026

Learning about common tourist scams can help you avoid becoming a victim. Take small amounts of cash with you wherever you go, have a spare credit card (locked, if possible) at your lodging, and avoid taking valuables. And remember: If it sounds too good to be true, it probably is!

06/25/2026

We all look forward to the best aspects of traveling: Seeing the sites, taking in the history, stopping for leisurely lunches, and/or relaxing in the sun. What we don’t look forward to is spending our entire savings to do so.

By understanding the avoidable travel costs that go along with vacationing, you can discover how easy it is to travel on a budget. Here are some tips for saving moola on the fun stuff.

Take advantage of free days. Museums, theme and national parks, and historical locations often offer free entry days or discounts for entry after certain times. Check the website before heading out so you can time your visits to make the most of them.

Talk to locals. Sometimes the most magical experiences can be found by talking to locals. These are often off the beaten path, quieter, and less expensive experiences than those found on tourism sites.

Look up local happenings. Street fairs, festivals, and local gatherings are a great way to experience culture without spending an arm and leg. Check out local papers for upcoming events that coincide with the dates you’ll be visiting and take advantage of anything that looks fun.

Stayed tuned for part two next week!

06/23/2026

Oh, the joy of traveling to foreign lands. So much history, culture, and different landscapes to explore as you’re whisked off to an entirely different way of living. If you’re going big and planning an international trip this summer, there are specific costs that come along with foreign destinations. The trick is to be prepared and factor those costs into your budget!

One cost is the foreign transaction fees. These can be 2-3% of the transaction, depending on how you pay. One cost saver is to use a credit card that doesn’t charge transaction fees. Using credit cards while traveling also provides fraud and theft protection.

Stay tuned this summer for more vacation budgeting tips!