Lotus Financial Partners

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life Insurance Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

Data Breach: Your Security To-Do List This article provides a checklist of steps to take if you experience a data breach.

How literate are you when it comes to your finances? Brush up with these five basics.

The Five Basics of Financial Literacy

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

Medicare vs. Medicaid The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

What actually happens when the U.S. government shuts down?

The Big Pause This handy interactive explains which essential government services are affected by a shutdown.

These 6 things might make your next return a prime target for an IRS audit.

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.