News & Insights

Five Mistakes Retirement Investors Often Make—and How to Fix Them

Through actions--or inactions--investors often make mistakes than can throw their retirement savings strategy into disarray.

How Stay-at-Home Spouses Can Save for Retirement

The Spousal IRA lets non-working spouses contribute up to $7,000 per year. 

Six Questions About Enrolling in Medicare While You're Still Working

If you're 65 and are still covered by your employer's health plan, you may be able to delay enrolling in Medicare. But should you?

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.