News & Insights

Joelle Spear is Quoted in a New Forbes Article

Joelle provides her perspective in an investor education article on market corrections and bear markets.

Where’s My Stimulus Payment?

If you didn't get the pandemic-related economic stimulus payments you were eligible for, there's still hope.  

The Many Flavors of Investment Taxes

Dividends, income, capital gains--how do you report these on your tax returns?

The GameStop Saga: Nine Frequently Asked Questions

Main Street versus Wall Street, individuals versus hedge funds--it's an interesting story that should have no effect on informed investors. 

Canby Financial Advisors Market Commentary for the Quarter Ending 12/31/2020

Why the year ended on a positive note--and why Wall Street continues to be optimistic heading into 2021.

View a Replay of Our First Webinar of 2021

View a replay of our January 26, 2021 event. 

Game-Day-Trading Apps: A Losing Proposition

A new generation of apps is making it easier for novice investors to get in over the head--and underwater.

Looking Back at 20 Years with Canby Financial Advisors

Canby Financial's Managing Partner looks back at his twenty years with the firm. 

Ten New Year’s Financial “To Do’s”

These steps can help you make sure that your financial life is in good order. 

Four Critical Decisions You Should Make—and Communicate--to Your Loved Ones

Doing nothing to plan for end-of-life events could result in a loss of control over your own affairs and confusion for your loved ones.