Scott C Planer - Financial Advisor - Capstone Financial Group

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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 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...

Learn how to maximize your Qualified Charitable Distributions!

Understanding Qualified Charitable Distributions Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs.