Kate Strom

Kate Strom www.finra.org
www.sipc.org
brokercheck.finra.org/Individual/Summary/4652449 Please see katestrom.net for full disclosures.

Are you considering a FIRE retirement? Learn the basics here.
07/15/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
07/08/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
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...

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
07/01/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Sector investing may present an opportunity — if you do your homework.
06/24/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Your insurance needs don’t stay the same when the nest empties, but what changes?
06/17/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

There are thousands of Exchange Traded Funds available. Should you invest in them?
06/10/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

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...

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
06/03/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
05/27/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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