In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

Bigger tax refunds in 2026 could mean a major boost for the economy. Learn how this extra cash in consumers' pockets might fuel spending, drive retail growth, and stimulate GDP. #Economy #ConsumerSpending #EconomicGrowth

Inflation remains above the Fed's 2% target. What does this mean for interest rates and your financial plans? RBC Economics breaks down the latest data and market implications. #Inflation #USEconomy #EconomicInsights

In observance of Martin Luther King, Jr. Day, let’s reflect on Dr. King’s enduring vision, a world rooted in freedom, justice and unity. His dream reminds us to act with purpose, lead with empathy and build communities where all thrive. #MLKDay

The majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.

Addressing the unexpected and evaluating your protection strategies can help provide you with financial confidence as you start a new year. Regardless of your stage in life, let’s connect to review your plan.

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

Cheers for 2026! May it be a year of peace and prosperity!

The IRS just released the 401(k) and IRA contribution limits for 2026. As you map out your retirement savings it’s crucial to know these figures. Let’s discuss how to maximize your contributions and help secure the financial future you desire.