Forth Wealth Management

07/09/2026

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.

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.

07/06/2026

Reeling in days like this reminds me why financial planning matters.

It's not just about growing wealth—it's about creating the freedom to spend your time doing what you love with the people who matter most.

Whether that's fishing in the Gulf, traveling, or simply enjoying more time with family, a thoughtful plan can help turn those goals into reality.

What's your version of a perfect day?

07/04/2026

May this 250th celebration of Independence Day bring you joy, relaxation, and wonderful moments with your loved ones.

06/25/2026

What do your children know about money?
There's never a wrong time to talk to your children about its value and impact.

06/10/2026

June is a great time to pause and review your financial plan before the second half of the year gets busy.

06/05/2026

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.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/02/2026

Financial markets don't take vacations. Volatility can pick up in summer, and this year there's no shortage of news that could move markets.

financial markets don't take vacations. Volatility can pick up in summer, and this year there's no shortage of news that could move markets.

05/25/2026

05/18/2026

A growing number of Americans are carrying credit card balances, highlighting ongoing financial pressure for many households.

Recent data shows that about 50% of credit card holders—roughly 111 million people—currently carry debt, marking a notable increase over the past several years.

At the same time, borrowing costs remain elevated. Average credit card interest rates are now above 23%, making it more expensive for balances to grow over time.

Some households are adjusting by cutting back on discretionary spending, delaying larger purchases, or relying more heavily on credit to cover everyday expenses.

These trends reflect how shifts in costs, interest rates, and income can influence day-to-day financial decisions across a wide range of households.

Check out CBS News for the full article.

05/12/2026