Kluge Wealth Advisory Group Insights

Why Are Interest Rates Rising in 2026, and Should Investors Be Worried?

November 3, 2026

The U.S. 10-year Treasury yield touched 5.31% on October 5, 2026. Two days later, a 10-year auction cleared at 5.30%, the highest since November 2000. ...

Key Challenges for Estate Plans and What You Can Do Differently

October 27, 2026

Practical insights for families giving or receiving an inheritance in Canada | Kluge Wealth Advisory Group Canada is in the middle of the largest ...

Markets Are Up in 2026. So Why Is the Stock Market Getting Cheaper?

October 23, 2026

What earnings growth means for Canadian investors right now The S&P 500 is up approximately 13.00% in 2026 through early October. That number attracts ...

What History Says About Stock Markets in U.S. Midterm Election Years

October 13, 2026

October has a reputation and heading into the November 3rd U.S. midterm elections, there is no shortage of commentary about what could go wrong. A ...

Can You Set Up a Family Trust Right Before Your Company Is Sold in Canada?

October 6, 2026

What executives, founders, and early investors need to understand before a liquidity event. The short answer is yes. A family trust can be established ...

Too Much Financial Information? Here Is How Successful Families Decide What to Ignore

September 28, 2026

For almost all of history there was very little information. Today there is far too much. Most people assume that access to more information makes ...

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