Hale Financial

09/16/2026

Retirement is the beginning of a new chapter, and like any transition, it comes with adjustments. By focusing on these 5 habits, you can create a retirement that feels both secure and fulfilling.

09/09/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/02/2026

For people with portfolios that generate considerable dividend and interest income, managing those distributions could reduce your tax liabilities. A few tax-efficient moves can make a big difference.

08/26/2026

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good financial habits can act like an “autopilot” system. Here are six money habits worth putting into practice this year.

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

08/19/2026

Common sustainable investing strategies include exclusionary screening, impact investing, shareholder advocacy, and community investing. Each aims to create a positive social or environmental impact.

08/12/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

08/10/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/05/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

07/29/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.