Kluge Wealth Advisory Group Insights

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 ...

How to Protect Your Email from Fraud in Canada (And Why It Matters More Than Your Investment Account)

September 24, 2026

Most people protect their investment accounts. Few protect their inbox with the same stringency. At Kluge Wealth Advisory Group, we have the privilege of working ...

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, ...

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