Fifteen years is an extraordinary accomplishment in any career, especially within an industry that continues to evolve. Today, we proudly celebrate Sheena Schreiner, Investment Advisor at Cresco Wealth Management, for reaching her 15-year milestone with our team. Sheena has been with Cresco since nearly the very beginning and remains one
AI capex is America’s industrial rearmament “There’s only two cultures that are going to win in the next year. It’s going to be us or China.” – Alex Karp, CEO of Palantir Download this PDF here. “There’s only two cultures that are going to win in the next year. It’s
We are living through historic times Justice is only in question between equals; for the strong do what they can, and the weak suffer what they must. – Thucydides, ancient Greek historian Download this PDF here. Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any
Are your loved ones prepared if something unexpected happens? Our Estate Information Guide is a simple, fill‑in‑the‑blank tool that helps you organize the most important details your family, executor, and advisors will need—all in one safe place. Whether you’re updating your estate plan or starting fresh, this guide helps you
A new year often brings fresh goals—fitness, family or maybe a little more balance. But here’s a goal you probably haven’t considered: planning to live to 100. It’s more attainable than many think. For healthy non-smokers, there’s nearly a one-in-five chance that one member of a married couple will reach
While many of us are unhappy about the high taxes we pay, one way to ease the burden is by fully using tax-advantaged accounts. Yet RRSP participation rates have declined over the past two decades, from 29.1 percent of taxpayers in 2000 to just 21.7 percent in 2022. The good
After equity markets continued to reach new highs in 2025, there have been renewed concerns about elevated valuations. Are stock prices outpacing underlying fundamentals, or is there still room to run? Many factors influence market performance—government policies, geopolitical events, economic growth, inflation, interest rates and even the headlines. Yet over
Happy 2026! If improving your financial well-being is on your list of New Year’s resolutions, a great place to start is with your estate plan. A comprehensive plan ensures your assets are distributed according to your wishes, while helping to maximize the legacy you leave behind. If you already have
It is the end of an era: after 60 years at the helm, one of the world’s most closely watched investors has stepped down as CEO. Very few people stay in one role for six decades. For context, the median tenure with a single employer dropped to 3.9 years in
The baton is being passed “The history of markets is one of overreaction in both directions.” – Peter Bernstein Download this PDF here. When the cycle breaks History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered
Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark Twain Download this PDF here. Rumours of the U.S. dollar’s decline are as persistent as they are exaggerated. In 2025, one fact stands out: The global U.S. dollar
Fuller’s energy-intelligence fusion, McLuhan’s tool-building refrain, and in search of the Holy Grail “Wealth is the product of energy times intelligence: energy turned into artifacts that advantage human life.” – attributed to Buckminster Fuller Download this PDF here. Wealth is the product of energy times intelligence: energy channeled into artifacts
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