Canter Wealth Navigation
  • About
    • Meet the Team
    • Integrated Asset Management
    • Connect
  • Client Experience
    • Process
    • Investment Ideology
  • Advisor Experience
  • Knowledge Hub
    • Virtual Retirement Classes
    • Personal Finance Webcasts
    • Forbes Articles by Canter Wealth
    • Financial eGuides
    • Blog
  • Log In
  • Schedule Meeting
  • About
    • Meet the Team
    • Integrated Asset Management
    • Connect
  • Client Experience
    • Process
    • Investment Ideology
  • Advisor Experience
  • Knowledge Hub
    • Virtual Retirement Classes
    • Personal Finance Webcasts
    • Forbes Articles by Canter Wealth
    • Financial eGuides
    • Blog
  • Log In
  • Schedule Meeting
Filter Categories
Filter - All
Health
Personal Finance
Market Reports
Real Estate
  • q1 2021 stock recap
    Q1 Stock Market Recap
    Market Reports
    anemptytextlline
    In this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up...
  • bitcoin
    To Bit or Not to Bit: What Should Investors...
    Investing
    anemptytextlline
    Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder...
  • 2020 stock review
    Stock Market Review 2020: Looking Back on an Unprecedented...
    Market Reports
    anemptytextlline
    The year 2020 proved to be one of the most tumultuous in modern history,...
  • q4 stock market report
    Q4 Stock Market Recap
    Market Reports
    anemptytextlline
    In this Q4 recap: the appearance of two COVID-19 vaccines gives businesses and consumers...
  • november 2020 stock recap
    November Market Report
    Market Reports
    anemptytextlline
    In this month’s recap: Stock prices powered higher and energized investors thanks to a...
  • interest rates
    Interest Rates and Your Mortgage: What You Need to...
    Real Estate
    anemptytextlline
    With the Federal Reserve keeping interest rates at or near zero, you may wonder...
  • midterm elections stock returns
    Midterm Elections—What Do They Mean for Markets?
    Election
    anemptytextlline
    It’s almost Election Day in the US once again. While the outcomes of the...
  • election
    How Much Impact Does the President Have on Stocks?
    Election
    anemptytextlline
    The anticipation building up to elections often brings with it questions about how financial...
  • year-end financial to do list
    Year-End Financial Planning Checklist
    Personal Finance
    anemptytextlline
    Here are some things you might consider before saying goodbye to 2020. What has changed...
  • october financial planning month
    October is Financial Planning Month
    Personal Finance
    anemptytextlline
    Six areas of personal finance to review. When training to become a financial professional, much...
  • q3 2020 stock update
    2020 Q3 Economic Update
    Market Reports
    anemptytextlline
    In this Q3 recap: stocks post further 2020 gains as the economy bounces back...
  • dollar cost averaging
    Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging
    Personal Finance
    anemptytextlline
    Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike...
  • timing the market
    The Cost of Trying To Time the Market
    Market Reports, Personal Finance
    anemptytextlline
    The impact of missing just a few of the market’s best days can be...
  • when to claim social security
    When to Claim Social Security
    Personal Finance, Retirement
    anemptytextlline
    A few things you may want to think about before filing for benefits. Determining when...
  • q2 2020 stock report
    2020 Q2 Economic Update
    Market Reports
    anemptytextlline
    In this Q2 recap: the economy measures the impact of the coronavirus threat; the...
  • Q1 2020 economic update
    2020 Q1 Economic Update
    Market Reports
    anemptytextlline
    In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility,...
  • March 2020 Market Recap
    Market Reports
    anemptytextlline
    In this month’s recap: The CARES Act moves to assist Americans quarantined by COVID-19,...
  • benefits of a roth ira
    A Roth IRA’s Many Benefits
    Investing, Personal Finance
    anemptytextlline
    Why do so many people choose them over traditional IRAs? The IRA that changed the whole...
  • tuning out the noise media investing
    Tuning Out the Noise
    Investing, Personal Finance
    anemptytextlline
    For investors, it can be easy to feel overwhelmed by the relentless stream of...
  • US Market Intra-year Gains and Declines vs. Calendar Year Returns
    Recent Market Volatility
    Investing, Market Reports
    anemptytextlline
    In recent days, the increase in volatility in the stock market has resulted in...
  • 2010 market recap
    The 2010s: A Decade in Review
    Market Reports
    anemptytextlline
    Imagine it is early January 2010 and you are reading a review of the...
  • 2019 q4 economic update
    2019 Q4 Economic Update
    Market Reports
    anemptytextlline
    In this Q4 recap: Equities maintain their momentum to close out a strong year...
  • the secure act
    The SECURE Act
    Legislative
    anemptytextlline
    Long-established retirement account rules change. Published January 7, 2020 The Setting Every Community Up for Retirement...
  • financial advice
    Measuring the Value of a Financial Advisor
    Personal Finance
    anemptytextlline
    One study asserts that these relationships can make a difference for investors. What is a relationship...
  • year-end financial to do list
    End-of-the-Year Money Moves
    Personal Finance
    anemptytextlline
    Here are some things you might consider before saying goodbye to 2019.  What has...
  • q3 2019 market recap
    2019 Q3 Economic Update
    Market Reports
    anemptytextlline
    In this Q3 recap: the U.S. and China intensify their trade dispute, but agree...
  • SECURE act
    The SECURE Act and Traditional IRA Changes
    Legislative, Personal Finance
    anemptytextlline
    What is it? How might it affect retirement strategy? If you follow national news, you may have...
  • financial health
    Here's the Prescription: How to Improve Your Financial Health
    Personal Finance
    anemptytextlline
    Improving someone’s financial health is a lot like improving their physical health. The challenges...
  • 2019 economic update
    2019 Q2 Economic Update
    Market Reports
    anemptytextlline
    In this Q2 recap: stocks rise, fall, and then soar, as the Federal Reserve...
  • q1 economic update 2019
    2019 Q1 Economic Update
    Market Reports
    anemptytextlline
    In this Q1 market recap: the Federal Reserve alters its outlook, the truce in...
  • 2018 stock market update
    Understanding Market Trends - 2018 Market Recap
    Market Reports
    anemptytextlline
    Michael Bernier, CFP® goes over the current state of the markets and how media...
  • q4 market update
    2018 Q4 Economic Update
    Market Reports
    anemptytextlline
    In this Q4 recap: waves of volatility hit Wall Street, trade pacts and disputes...
  • cost to own stocks
    Total Cost of Ownership
    Personal Finance
    anemptytextlline
    Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs...
  • medigap changes
    How Medigap Choices Are Changing
    Health
    anemptytextlline
    Plan F is fading away, and Plan G may become the most selected option. Soon,...
  • end of year financial to do list
    2018 End-of-the-Year Money Moves .
    Personal Finance
    anemptytextlline
    Here are some things you might want to do before saying goodbye to 2018. ...
  • retirement myths
    Debunking a Few Popular Retirement Myths
    Personal Finance
    anemptytextlline
    It seems high time to dispel some of these misconceptions. Generalizations about money and retirement...
  • 2018 q3 economic update
    Q3 Economic Update
    Market Reports
    anemptytextlline
    In this Q3 recap: stocks climb, U.S. economic indicators shine, yearly inflation decreases slightly,...
  • understanding real estate taxes
    Understanding Real Estate Taxes
    Real Estate
    anemptytextlline
    How to Reduce Capital Gains Tax on Your Primary Residence Qualified homeowners can exclude from...
  • 2018 q2 economic update
    Q2 2018 Financial Market Update
    Market Reports
    anemptytextlline
    The Quarter in Brief At the end of 2018, economists and journalists may look back...
  • 1031 exchange
    1031 Exchanges: The What, Why, When, & How
    Real Estate
    anemptytextlline
    Real estate investors trying to defer taxes may want to explore like-kind exchanges. What exactly...
  • medicare plan options
    The A, B, C, & D of Medicare
    Health
    anemptytextlline
    Breaking down the basics & what each part covers. Whether your 65th birthday is on...
  • your investment roadmap
    Sailing with the Tides: Planning Your Investment Journey
    Personal Finance
    anemptytextlline
    Embarking on a financial plan is like sailing around the world. The voyage won’t...
  • 2018 q1 economic update
    Q1 2018 Financial Market Update
    Market Reports
    anemptytextlline
    The Quarter in Brief Stocks rallied in January, corrected in February, and slumped in March...

Schedule a Complimentary Financial Checkup

See first-hand how our CERTIFIED FINANCIAL PLANNERSTM can help you increase your chances of reaching your goals. Fill out the form below to schedule a complimentary financial checkup or to ask us a question.

Canter Wealth may offer a one-time complimentary initial financial assessment per household at the sole discretion of the advisor. This offer is subject to availability and Canter Wealth reserves the right to not offer this service to anyone for any reason or to change this offer at any time without notice. You further understand that this initial financial assessment is preliminary and is merely an outline of the investment services we provide to clients of Canter Wealth. It is not meant to take the place of a financial plan or our investment advisory services and should not be relied upon as such. In order to obtain our investment advisory services and a financial plan tailored to your specific needs, you will need to be a financial planning and/or investment advisory client of Canter Wealth.
  • Business Continuity Plan
  • ADV Part 2A
  • Form CRS
  • Privacy Policy
  • Terms of Use
  • CONTACT US
Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser


T | 858.812.7550 E | [email protected]

Canter Wealth is a division of CANTER COMPANIES

CANTER REAL ESTATE GROUP / CANTER DEVELOPMENT



  Canter Wealth BBB Business Review
Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity


Website Created by Layout Creative