Kluge Wealth Advisory Group Insights

How to Spot Misleading Financial Articles in Canada (And Why Experts Ignore Them)

September 16, 2026

I see hundreds of them every year. They start with a dramatic headline. Sharing a compelling story built on facts that fall neatly into place ...

Is AI Creating a Stock Market Bubble? What the Data Says in 2026

September 15, 2026

Clients have been asking this question since late 2022, when the original ChatGPT debuted and stocks connected to artificial intelligence (AI) appreciated sharply. The articles, ...

Is the Cash Building Up in Your Chequing Account Actually Part of Your Plan?

August 31, 2026

Here is a pattern that often shows up. A client retires. They set up a monthly distribution from their portfolio to their bank accounts based ...

Receiving an Inheritance in Canada: The Question Most People Skip

August 25, 2026

When a family receives an inheritance, the questions start immediately. What should we invest it in? Should we pay down the mortgage? A friend mentioned ...

Retiring From vs. Retiring To: Why the Distinction Determines Whether Retirement Works

August 20, 2026

The phone call usually comes on a Wednesday afternoon in my office in downtown Calgary. “Conrad, I just wanted to let you know, I am ...

What Happens to Your 401(k) and IRA When You Move Back to Canada?

August 10, 2026

Do not assume your U.S. retirement accounts just carry over when you return to Canada. They do not. The rules governing your IRA, 401(k), and ...

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