Phronesis Wealth Management

09/07/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

09/07/2026

Have a safe and happy Labor Day!

09/05/2026

What did it take to become the richest man in Babylon?

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09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/03/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

09/01/2026

When is the right time for your adult children to meet your financial advisor?

Probably earlier than you think.

You don’t need to share every detail of your finances. But giving your children some context about your financial plan—and introducing them to the people who help you manage it—can make a meaningful difference when life eventually changes.

A simple introduction today can help create greater continuity and understanding for your family tomorrow.

Read more about why starting that conversation sooner may be one of the more valuable steps in your financial plan. 👇

A lasting legacy involves more than transferring wealth. Estate planning isn't just about legal documents. Learn why introducing your adult children to your financial advisor may be one of the most valuable planning steps in this blog article from Phronesis Wealth Management.

08/31/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

08/29/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

08/27/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

08/24/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.