Modern Wealth Collective

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

04/01/2026

Happy Birthday to our founder, 🎉

Not just an amazing leader, but someone who truly cares about the people she serves and the community she’s built!

It’s only right we celebrate her during Financial Literacy Month, because helping others grow, learn, and build better futures is what she does every single day

She’s out of the office celebrating and soaking it all in ☀️

Drop a favorite memory or how you connected with her below ⬇️✨

04/01/2026

April is Financial Literacy Month and it’s a reminder that building wealth starts with a strong foundation. In this month’s blog, I share why early financial education matters.

April is Financial Literacy Month and it’s a reminder that building wealth starts with a strong foundation. In this month’s blog, I share why early financial education matters.

03/10/2026

While we celebrate progress this Women’s History Month, we also must come face to face with the reality that in today’s economic climate — rising costs, market volatility, job uncertainty and social unrest — that autonomy matters more than

While we celebrate progress this Women’s History Month, we also must come face to face with the reality that in today’s economic climate — rising costs, market volatility, job uncertainty and social unrest — that autonomy matters more than ever.

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

02/17/2026

When we talk about money, it’s easy to default to numbers: net worth, investment returns, retirement targets. But in real life? Building wealth is one of the most powerful acts of love we can give ourselves and the people who matter to us

When we talk about money, it’s easy to default to numbers: net worth, investment returns, retirement targets. But in real life? Building wealth is one of the most powerful acts of love we can give ourselves and the people who matter to us.

02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

01/14/2026

Instead of “make more money”, what if we channeled our energy to building wealth to align with two of our most important currencies in life? Check out our blog on how we’re helping you find more alignment and less overwhelm for the New Yea

Instead of “make more money”, what if we channeled our energy to building wealth to align with two of our most important currencies in life? Check out our blog on how we’re helping you find more alignment and less overwhelm for the New Year.

01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.