Quarterly Market Insights | April 2026
Q1 2026 market recap: S&P 500 down 4.63%, Nasdaq -7.11%, while Canada’s TSX gained 3.33%. Energy surged +37.91%. Our team shares key insights on volatility, sectors, and long-term perspective.
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How to Get the Most Money Back on Your Tax Return
Unlock bigger tax refunds this season with 5 key strategies: max IRA deductions, claim all dependents, itemize wisely, and more. Our fiduciary team at Generous Wealth Management LLC shares tips to minimize your 2025 tax bill and maximize returns.
What is the Difference Between Quarterly and Annual Taxes and Which Will Impact Your Tax Returns Later?
Discover how quarterly estimated taxes work, who must pay them, and the 2026 due dates to avoid IRS penalties. Our tax experts at Generous Wealth Management LLC share strategies to optimize payments and protect your cash flow.
What's My 2026 Tax Bracket?
This blog will outline the 2026 tax brackets and share some tax-saving strategies for investors.
10 Rules to Live by if You Want to Achieve Financial Independence
Want to achieve full financial independence? Don't break these 10 rules.
Monthly Market Insights | November 2025
A timely commentary paired with an engaging video make the Monthly Market Insights one of our most-anticipated pieces each month.