Roger McDevitt III, Financial Advisor

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/06/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?

09/29/2026

The Free Application for Federal Student Aid (FAFSA) for 2027-28 opens to all in just a few days on October 1, 2026.

Your student's FAFSA can unlock grants, scholarships, work-study, and federal loans. There's no cost to complete it, and it's an important step for your student to take when qualifying for aid.

Don’t forget to check your state and school deadlines. You can apply today at studentaid.gov.

09/24/2026

How much are you withholding per paycheck?

Is the amount too little? (Or too much?)

Find out the answer before the year ends. You may not want to discover next year that your withholding amount for this year was too small.

The IRS offers you some help at its website, in the form of a free tax withholding estimator. (Search online for “IRS tax withholding estimator” and you’ll quickly find it.) This online tool may be particularly useful for retirees, freelancers, and other taxpayers who are not W-2 workers.

We must note that the information in this material is not intended as tax or legal advice, and may not be used for the purpose of avoiding any federal tax penalties. So, please consult legal or tax professionals for specific information regarding your individual situation.

09/22/2026

Today is the Autumnal Equinox approaching, a day with 12 hours of sunlight and 12 hours of darkness. This balance of day and night serves as a reminder of the change of seasons, and heralds the coming of fall colors and celebrations. 🍁

Enjoy the change of seasons, and may the days ahead be warm and wonderful!

09/17/2026

Many of our clients say Fall is without a doubt their favorite time of year, and we can understand why. The changes in weather and colors of the season can catapult anyone into the holiday spirit! What about you? Do you share the joy of the transition to autumn?🍂🌻

This list of fun fall activities is a great resource with simple ways to get the very best out of the season that folks of all ages can enjoy. Here’s hoping you try and enjoy at least a few of them!

https://www.goodhousekeeping.com/life/g4561/fall-activities/

Exciting ideas for kids and adults!

09/15/2026

☀️ As summer winds down, it's a great time to reflect, reset, and refocus.

Whether you're wrapping up vacations or gearing up for new goals, the transition into fall brings fresh opportunities.

Here's to finishing the year strong and embracing what's next!

🍂 What fall traditions are you looking forward to the most? List them below! 🍂

09/09/2026

Did you know turning 50 is a milestone birthday?🎉 When you turn 50 you become eligible for catch-up contributions to retirement accounts.

If you’ve been putting off the retirement planning question, there’s no time like the present! Schedule some time with our office to get the conversation started! 🗓

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.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

09/07/2026

"Follow your passion, be prepared to work hard and sacrifice, and, above all, don't let anyone limit your dreams." - Donovan Bailey

Today, we celebrate hard work, sacrifice, and dreams. Happy Labor Day!